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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 | $60,442-70.3% | $96,754-81.5% | $87,485-79.5% |
| Participation rate | 25.0% | 58.7%-33.7pp | 70.3%-45.3pp | 68.9%-43.9pp |
| Annual return | 9.14% | 21.97%-12.8pp | 82.04%-72.9pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,068 | $3,280-67.4% | $4,758-77.6% | $4,274-75.0% |
| Admin fee / account holder | $1,916 | $5,069-62.2% | $8,905-78.5% | $7,775-75.4% |