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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 | $19,060 | $117,895-83.8% | $102,460-81.4% | $145,897-86.9% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 7.31% | 31.92%-24.6pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,363 | $5,736-58.8% | $5,056-53.3% | $6,689-64.7% |
| Admin fee / account holder | $355 | $13,353-97.3% | $9,460-96.3% | $13,390-97.4% |