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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 | $22,897 | $48,053-52.3% | $84,628-72.9% | $72,975-68.6% |
| Participation rate | 24.1% | 57.6%-33.4pp | 68.2%-44.1pp | 69.5%-45.4pp |
| Annual return | 17.00% | 37.39%-20.4pp | 258.80%-241.8pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $949 | $2,681-64.6% | $3,900-75.7% | $3,608-73.7% |
| Admin fee / account holder | $940 | $3,395-72.3% | $4,914-80.9% | $5,124-81.7% |