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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 | $22,812 | $77,901-70.7% | $149,717-84.8% | $75,181-69.7% |
| Participation rate | 29.6% | 65.6%-36.0pp | 78.8%-49.2pp | 67.2%-37.6pp |
| Annual return | 13.14% | 31.73%-18.6pp | 134.41%-121.3pp | 160.69%-147.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $945 | $3,411-72.3% | $5,682-83.4% | $4,126-77.1% |
| Admin fee / account holder | $759 | $5,949-87.2% | $13,213-94.3% | $5,650-86.6% |