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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 | $21,949 | $61,125-64.1% | $94,057-76.7% | $87,485-74.9% |
| Participation rate | 41.9% | 64.1%-22.1pp | 73.3%-31.4pp | 68.9%-27.0pp |
| Annual return | 9.25% | 35.20%-26.0pp | 480.62%-471.4pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,088 | $3,260-66.6% | $4,709-76.9% | $4,274-74.5% |
| Admin fee / account holder | $1,118 | $5,629-80.1% | $7,244-84.6% | $7,775-85.6% |