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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 | $13,949 | $77,908-82.1% | $149,696-90.7% | $75,173-81.4% |
| Participation rate | 45.5% | 65.6%-20.1pp | 78.8%-33.3pp | 67.2%-21.7pp |
| Annual return | 11.31% | 31.73%-20.4pp | 134.46%-123.1pp | 160.72%-149.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,279 | $3,411+54.7% | $5,682-7.1% | $4,126+27.9% |
| Admin fee / account holder | $783 | $5,950-86.8% | $13,212-94.1% | $5,651-86.1% |