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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 | $18,644 | $81,331-77.1% | $155,534-88.0% | $80,935-77.0% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 8.14% | 33.37%-25.2pp | 64.92%-56.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $988 | $3,454-71.4% | $5,630-82.5% | $4,299-77.0% |
| Admin fee / account holder | $542 | $7,999-93.2% | $15,900-96.6% | $6,924-92.2% |