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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 | $58,622 | $31,105+88.5% | $53,647+9.3% | $64,097-8.5% |
| Participation rate | 21.4% | 30.7%-9.3pp | 56.3%-34.9pp | 55.2%-33.8pp |
| Annual return | 14.01% | 22.54%-8.5pp | 358.33%-344.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $704 | $896-21.4% | $1,813-61.2% | $3,080-77.1% |
| Admin fee / account holder | $2,066 | $2,195-5.9% | $2,460-16.0% | $3,454-40.2% |