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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 | $23,972 | $84,236-71.5% | $170,439-85.9% | $70,124-65.8% |
| Participation rate | 54.9% | 70.8%-15.9pp | 83.6%-28.7pp | 69.5%-14.6pp |
| Annual return | 10.59% | 23.06%-12.5pp | 205.94%-195.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,527 | $3,086-50.5% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $747 | $5,698-86.9% | $13,881-94.6% | $4,645-83.9% |