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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 | $13,522 | $112,729-88.0% | $98,716-86.3% | $137,256-90.1% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.3%-7.8pp | 80.0%-18.4pp |
| Annual return | 3.36% | 38.48%-35.1pp | 31.81%-28.4pp | 220.34%-217.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,979 | $4,640-57.4% | $4,048-51.1% | $6,407-69.1% |
| Admin fee / account holder | $2,151 | $10,129-78.8% | $8,703-75.3% | $12,270-82.5% |