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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 | $19,331 | $91,167-78.8% | $178,498-89.2% | $79,858-75.8% |
| Participation rate | 15.2% | 69.2%-54.1pp | 81.9%-66.8pp | 69.6%-54.5pp |
| Annual return | 8.85% | 24.19%-15.3pp | 151.09%-142.2pp | 31.72%-22.9pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $975 | $3,236-69.9% | $5,202-81.3% | $3,740-73.9% |
| Admin fee / account holder | $2,685 | $6,747-60.2% | $13,985-80.8% | $5,306-49.4% |