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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 | $76,407-72.8% | $150,298-86.2% | $82,448-74.8% |
| Participation rate | 11.4% | 66.4%-55.0pp | 77.8%-66.3pp | 68.1%-56.6pp |
| Annual return | 10.33% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,719 | $3,214-46.5% | $5,453-68.5% | $4,139-58.5% |
| Admin fee / account holder | $3,172 | $6,352-50.1% | $14,116-77.5% | $7,234-56.2% |