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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 | $25,025 | $51,638-51.5% | $129,406-80.7% | $80,959-69.1% |
| Participation rate | 21.3% | 56.9%-35.6pp | 69.6%-48.3pp | 67.7%-46.3pp |
| Annual return | 8.39% | 20.78%-12.4pp | 9468.18%-9459.8pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,433 | $2,670-46.3% | $4,167-65.6% | $4,300-66.7% |
| Admin fee / account holder | $1,567 | $4,313-63.7% | $7,689-79.6% | $6,925-77.4% |