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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 | $22,294 | $71,230-68.7% | $93,727-76.2% | $80,959-72.5% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 9.71% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,830 | $4,037-54.7% | $4,417-58.6% | $4,300-57.4% |
| Admin fee / account holder | $792 | $6,961-88.6% | $8,292-90.5% | $6,925-88.6% |