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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 | $12,528 | $81,358-84.6% | $155,556-91.9% | $80,959-84.5% |
| Participation rate | 29.2% | 66.3%-37.1pp | 78.2%-49.1pp | 67.7%-38.5pp |
| Annual return | 10.15% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,227 | $3,455-64.5% | $5,631-78.2% | $4,300-71.5% |
| Admin fee / account holder | $5,041 | $7,994-36.9% | $15,885-68.3% | $6,925-27.2% |