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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 | $28,926 | $72,492-60.1% | $87,104-66.8% | $72,975-60.4% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-8.0pp |
| Annual return | 9.19% | 24.46%-15.3pp | 28.19%-19.0pp | 81.01%-71.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,563 | $3,270-52.2% | $4,048-61.4% | $3,608-56.7% |
| Admin fee / account holder | $2,570 | $5,055-49.2% | $7,491-65.7% | $5,124-49.8% |