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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 | $22,275 | $81,504-72.7% | $102,437-78.3% | $80,959-72.5% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 3.28% | 25.60%-22.3pp | 24.95%-21.7pp | 35.67%-32.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,661 | $3,871-31.2% | $5,060-47.4% | $4,300-38.1% |
| Admin fee / account holder | $2,290 | $6,719-65.9% | $8,388-72.7% | $6,925-66.9% |