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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 | $13,025 | $90,486-85.6% | $78,676-83.4% | $273,972-95.2% |
| Participation rate | 13.6% | 76.5%-62.9pp | 73.6%-59.9pp | 83.0%-69.4pp |
| Annual return | 0.61% | 75.62%-75.0pp | 62.19%-61.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $826 | $3,901-78.8% | $3,517-76.5% | $5,287-84.4% |
| Admin fee / account holder | $724 | $5,263-86.2% | $4,510-83.9% | $10,133-92.9% |