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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 | $18,151 | $110,379-83.6% | $102,412-82.3% | $145,884-87.6% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 3.71% | 24.84%-21.1pp | 24.94%-21.2pp | 551.85%-548.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,807 | $5,622+3.3% | $5,060+14.8% | $6,690-13.2% |
| Admin fee / account holder | $12,252 | $9,745+25.7% | $8,388+46.1% | $13,392-8.5% |