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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,027 | $91,198-83.5% | $178,503-91.6% | $79,856-81.2% |
| Participation rate | 61.3% | 69.2%-7.9pp | 81.9%-20.6pp | 69.6%-8.4pp |
| Annual return | 5.29% | 24.20%-18.9pp | 151.12%-145.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,382 | $3,237-57.3% | $5,202-73.4% | $3,741-63.1% |
| Admin fee / account holder | $3,350 | $6,748-50.4% | $13,987-76.1% | $5,306-36.9% |