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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 | $17,512 | $54,679-68.0% | $76,119-77.0% | $74,459-76.5% |
| Participation rate | 51.8% | 60.3%-8.5pp | 69.1%-17.3pp | 67.2%-15.4pp |
| Annual return | 7.41% | 31.90%-24.5pp | 361.25%-353.8pp | 1369.70%-1362.3pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,894 | $3,072-38.4% | $4,259-55.5% | $4,350-56.5% |
| Admin fee / account holder | $2,135 | $2,238-4.6% | $6,421-66.7% | $1,945+9.8% |