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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 | $20,812 | $62,672-66.8% | $185,117-88.8% | $70,126-70.3% |
| Participation rate | 14.6% | 63.8%-49.1pp | 77.3%-62.6pp | 69.5%-54.9pp |
| Annual return | 13.06% | 40.79%-27.7pp | 40.50%-27.4pp | 73.15%-60.1pp |
| Employer contribution / active EE | $783 | $1,753-55.4% | $4,182-81.3% | $2,343-66.6% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,225 | $3,932+83.8% | $8,159-11.4% | $4,645+55.5% |