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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 | $27,186 | $47,848-43.2% | $81,473-66.6% | $70,126-61.2% |
| Participation rate | 25.8% | 58.3%-32.5pp | 68.0%-42.2pp | 69.5%-43.7pp |
| Annual return | 9.40% | 27.25%-17.8pp | 38.78%-29.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,725 | $2,453+11.1% | $3,537-23.0% | $3,332-18.2% |
| Admin fee / account holder | $25,842 | $3,145+721.7% | $4,561+466.6% | $4,645+456.3% |