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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 | $14,062 | $72,071-80.5% | $68,368-79.4% | $137,256-89.8% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 12.19% | 353.14%-340.9pp | 292.57%-280.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,233 | $4,410-72.0% | $4,123-70.1% | $6,407-80.8% |
| Admin fee / account holder | $712 | $5,336-86.6% | $5,150-86.2% | $12,270-94.2% |