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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 | $33,128 | $62,672-47.1% | $185,117-82.1% | $70,126-52.8% |
| Participation rate | 20.5% | 63.8%-43.3pp | 77.3%-56.8pp | 69.5%-49.1pp |
| Annual return | 13.08% | 40.79%-27.7pp | 40.50%-27.4pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,392 | $3,272-57.5% | $5,045-72.4% | $3,332-58.2% |
| Admin fee / account holder | $773 | $3,932-80.4% | $8,159-90.5% | $4,645-83.4% |