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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 | $10,083 | $55,902-82.0% | $76,030-86.7% | $80,959-87.5% |
| Participation rate | 31.9% | 62.1%-30.2pp | 69.1%-37.2pp | 67.7%-35.8pp |
| Annual return | 7.44% | 20.59%-13.1pp | 361.54%-354.1pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,130 | $3,051-63.0% | $4,257-73.5% | $4,300-73.7% |
| Admin fee / account holder | $1,907 | $5,239-63.6% | $6,421-70.3% | $6,925-72.5% |