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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 | $57,057-79.8% | $85,009-86.4% | $80,874-85.7% |
| Participation rate | 53.1% | 56.4%-3.2pp | 67.5%-14.4pp | 67.6%-14.5pp |
| Annual return | 9.93% | 21.66%-11.7pp | 66.47%-56.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,820 | $3,112+54.9% | $4,522+6.6% | $4,297+12.2% |
| Admin fee / account holder | $4,365 | $4,986-12.5% | $6,153-29.1% | $6,935-37.1% |