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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 | $20,770 | $78,690-73.6% | $161,489-87.1% | $87,485-76.3% |
| Participation rate | 11.4% | 67.5%-56.0pp | 78.7%-67.3pp | 68.9%-57.5pp |
| Annual return | 10.33% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,719 | $3,311-48.1% | $5,630-69.5% | $4,274-59.8% |
| Admin fee / account holder | $3,172 | $6,724-52.8% | $16,006-80.2% | $7,775-59.2% |