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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 | $11,541 | $57,140-79.8% | $85,240-86.5% | $80,959-85.7% |
| Participation rate | 53.1% | 56.4%-3.3pp | 67.5%-14.4pp | 67.7%-14.5pp |
| Annual return | 9.93% | 21.71%-11.8pp | 66.75%-56.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,820 | $3,115+54.7% | $4,527+6.5% | $4,300+12.1% |
| Admin fee / account holder | $4,365 | $4,992-12.6% | $6,165-29.2% | $6,925-37.0% |