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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 | $26,911 | $71,230-62.2% | $93,727-71.3% | $80,959-66.8% |
| Participation rate | 17.6% | 60.4%-42.7pp | 68.7%-51.1pp | 67.7%-50.0pp |
| Annual return | 8.86% | 11.26%-2.4pp | 133.83%-125.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,723 | $4,037-57.3% | $4,417-61.0% | $4,300-59.9% |
| Admin fee / account holder | $7,794 | $6,961+12.0% | $8,292-6.0% | $6,925+12.5% |