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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 | $17,932 | $57,590-68.9% | $86,233-79.2% | $82,448-78.2% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.0%-44.0pp | 68.1%-43.1pp |
| Annual return | 9.14% | 22.41%-13.3pp | 61.39%-52.2pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,068 | $3,080-65.3% | $4,559-76.6% | $4,139-74.2% |
| Admin fee / account holder | $1,916 | $4,730-59.5% | $8,342-77.0% | $7,234-73.5% |