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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 | $15,337 | $85,060-82.0% | $70,548-78.3% | $139,456-89.0% |
| Participation rate | 58.8% | 73.9%-15.1pp | 68.3%-9.5pp | 80.3%-21.5pp |
| Annual return | 7.37% | 30.38%-23.0pp | 32.78%-25.4pp | 373.45%-366.1pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,885 | $5,890-68.0% | $4,567-58.7% | $6,711-71.9% |
| Admin fee / account holder | $613 | $8,925-93.1% | $6,424-90.5% | $11,407-94.6% |