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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 | $86,050-69.4% | $189,758-86.1% | $94,015-72.0% |
| Participation rate | 57.8% | 68.9%-11.1pp | 79.8%-22.0pp | 70.8%-13.0pp |
| Annual return | 8.90% | 17.77%-8.9pp | 52.62%-43.7pp | 17.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,979 | $3,349-40.9% | $5,856-66.2% | $4,249-53.4% |
| Admin fee / account holder | $2,052 | $6,627-69.0% | $20,388-89.9% | $8,951-77.1% |