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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 | $25,489 | $58,828-56.7% | $78,002-67.3% | $62,881-59.5% |
| Participation rate | 35.6% | 71.1%-35.4pp | 75.5%-39.9pp | 69.3%-33.7pp |
| Annual return | 4.28% | 17.16%-12.9pp | 425.99%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,171 | $2,686-56.4% | $3,497-66.5% | $3,203-63.5% |
| Admin fee / account holder | $1,057 | $4,393-75.9% | $5,481-80.7% | $4,296-75.4% |