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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 | $22,170 | $87,166-74.6% | $76,735-71.1% | $137,256-83.8% |
| Participation rate | 47.6% | 74.4%-26.7pp | 69.5%-21.9pp | 80.0%-32.3pp |
| Annual return | 9.23% | 26.50%-17.3pp | 29.77%-20.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,791 | $4,726-62.1% | $4,088-56.2% | $6,407-72.1% |
| Admin fee / account holder | $711 | $8,403-91.5% | $7,189-90.1% | $12,270-94.2% |