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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 | $16,411 | $84,236-80.5% | $170,435-90.4% | $70,126-76.6% |
| Participation rate | 34.0% | 70.8%-36.9pp | 83.6%-49.6pp | 69.5%-35.6pp |
| Annual return | 11.46% | 23.06%-11.6pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $889 | $3,086-71.2% | $4,939-82.0% | $3,332-73.3% |
| Admin fee / account holder | $2,652 | $5,698-53.5% | $13,881-80.9% | $4,645-42.9% |