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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 | $17,266 | $51,638-66.6% | $68,368-74.7% | $82,448-79.1% |
| Participation rate | 39.5% | 63.6%-24.1pp | 73.8%-34.2pp | 68.1%-28.5pp |
| Annual return | 11.03% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,187 | $2,914-24.9% | $4,123-47.0% | $4,139-47.2% |
| Admin fee / account holder | $2,891 | $4,643-37.7% | $5,150-43.9% | $7,234-60.0% |