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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 | $26,872 | $99,345-73.0% | $84,753-68.3% | $273,972-90.2% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.02% | 22.93%-20.9pp | 22.78%-20.8pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,458 | $4,270+51.2% | $3,712+74.0% | $5,287+22.1% |
| Admin fee / account holder | $1,048 | $6,645-84.2% | $5,333-80.3% | $10,133-89.7% |