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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 | $22,595 | $53,841-58.0% | $75,731-70.2% | $85,851-73.7% |
| Participation rate | 39.3% | 69.0%-29.8pp | 74.8%-35.5pp | 69.3%-30.0pp |
| Annual return | 8.02% | 24.54%-16.5pp | 104.65%-96.6pp | 318.63%-310.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,627 | $2,895-43.8% | $3,820-57.4% | $3,952-58.8% |
| Admin fee / account holder | $422 | $3,340-87.4% | $3,620-88.3% | $6,261-93.3% |