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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 | $27,071 | $58,493-53.7% | $84,023-67.8% | $72,976-62.9% |
| Participation rate | 16.3% | 61.2%-45.0pp | 69.0%-52.7pp | 69.5%-53.2pp |
| Annual return | 13.26% | 28.93%-15.7pp | 71.32%-58.1pp | 81.02%-67.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,144 | $2,394-52.2% | $3,239-64.7% | $3,608-68.3% |
| Admin fee / account holder | $1,834 | $4,569-59.9% | $6,102-69.9% | $5,124-64.2% |