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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 | $21,332 | $84,236-74.7% | $170,435-87.5% | $70,126-69.6% |
| Participation rate | 63.0% | 70.8%-7.9pp | 83.6%-20.6pp | 69.5%-6.6pp |
| Annual return | 3.82% | 23.06%-19.2pp | 205.94%-202.1pp | 73.15%-69.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,106 | $3,086-64.1% | $4,939-77.6% | $3,332-66.8% |
| Admin fee / account holder | $935 | $5,698-83.6% | $13,881-93.3% | $4,645-79.9% |