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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 | $22,185 | $50,972-56.5% | $88,632-75.0% | $72,976-69.6% |
| Participation rate | 31.8% | 63.4%-31.6pp | 68.8%-36.9pp | 69.5%-37.7pp |
| Annual return | 14.30% | 29.62%-15.3pp | 43.75%-29.4pp | 81.02%-66.7pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,292 | $2,230-42.1% | $2,917-55.7% | $3,608-64.2% |
| Admin fee / account holder | $1,881 | $3,230-41.8% | $4,308-56.3% | $5,124-63.3% |