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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 | $57,381 | $75,058-23.6% | $152,301-62.3% | $64,340-10.8% |
| Participation rate | 19.7% | 60.9%-41.2pp | 82.4%-62.7pp | 55.2%-35.5pp |
| Annual return | 13.16% | 29.93%-16.8pp | 80.50%-67.3pp | 24.14%-11.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,377 | $5,041-72.7% | $8,004-82.8% | $2,980-53.8% |
| Admin fee / account holder | $9,305 | $4,050+129.7% | $14,398-35.4% | $3,703+151.3% |