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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 | $10,119 | $81,331-87.6% | $155,534-93.5% | $80,935-87.5% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 0.71% | 33.37%-32.7pp | 64.92%-64.2pp | 35.66%-35.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $920 | $3,454-73.4% | $5,630-83.7% | $4,299-78.6% |
| Admin fee / account holder | $1,642 | $7,999-79.5% | $15,900-89.7% | $6,924-76.3% |