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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 | $20,573 | $81,358-74.7% | $155,556-86.8% | $80,959-74.6% |
| Participation rate | 21.1% | 66.3%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 9.38% | 33.39%-24.0pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,523 | $3,455-55.9% | $5,631-72.9% | $4,300-64.6% |
| Admin fee / account holder | $791 | $7,994-90.1% | $15,885-95.0% | $6,925-88.6% |