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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 | $14,429 | $56,063-74.3% | $76,051-81.0% | $80,911-82.2% |
| Participation rate | 39.4% | 62.0%-22.6pp | 69.1%-29.7pp | 67.6%-28.3pp |
| Annual return | 9.39% | 20.54%-11.2pp | 360.42%-351.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,116 | $3,052-63.5% | $4,257-73.8% | $4,297-74.0% |
| Admin fee / account holder | $2,881 | $5,240-45.0% | $6,416-55.1% | $6,935-58.5% |