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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 | $15,694 | $81,276-80.7% | $155,574-89.9% | $80,925-80.6% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 9.17% | 33.36%-24.2pp | 64.87%-55.7pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,107 | $3,453-67.9% | $5,629-80.3% | $4,299-74.2% |
| Admin fee / account holder | $2,390 | $7,993-70.1% | $15,914-85.0% | $6,940-65.6% |