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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 | $22,957 | $52,279-56.1% | $89,414-74.3% | $79,852-71.3% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 10.01% | 22.16%-12.2pp | 245.50%-235.5pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $843 | $2,740-69.2% | $3,890-78.3% | $3,740-77.5% |
| Admin fee / account holder | $5,193 | $3,356+54.7% | $4,883+6.4% | $5,306-2.1% |