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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 | $26,340 | $78,690-66.5% | $161,489-83.7% | $87,485-69.9% |
| Participation rate | 57.8% | 67.5%-9.7pp | 78.7%-20.9pp | 68.9%-11.2pp |
| Annual return | 8.90% | 32.74%-23.8pp | 89.72%-80.8pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,979 | $3,311-40.2% | $5,630-64.9% | $4,274-53.7% |
| Admin fee / account holder | $2,052 | $6,724-69.5% | $16,006-87.2% | $7,775-73.6% |