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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 | $52,596 | $59,123-11.0% | $77,183-31.9% | $75,181-30.0% |
| Participation rate | 15.0% | 63.9%-48.9pp | 69.6%-54.6pp | 67.2%-52.2pp |
| Annual return | 9.99% | 26.72%-16.7pp | 37.89%-27.9pp | 160.69%-150.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,290 | $2,999-57.0% | $3,833-66.3% | $4,126-68.7% |
| Admin fee / account holder | $3,261 | $4,776-31.7% | $5,475-40.4% | $5,650-42.3% |