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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 | $23,056 | $77,638-70.3% | $156,551-85.3% | $62,881-63.3% |
| Participation rate | 23.0% | 71.2%-48.2pp | 84.0%-61.0pp | 69.3%-46.3pp |
| Annual return | 2.80% | 50.33%-47.5pp | 32.23%-29.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $896 | $3,046-70.6% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $1,012 | $5,561-81.8% | $13,028-92.2% | $4,296-76.4% |