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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 | $86,050-75.9% | $189,758-89.1% | $94,015-77.9% |
| Participation rate | 11.4% | 68.9%-57.5pp | 79.8%-68.4pp | 70.8%-59.4pp |
| Annual return | 10.33% | 17.77%-7.4pp | 52.62%-42.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,719 | $3,349-48.7% | $5,856-70.7% | $4,249-59.6% |
| Admin fee / account holder | $3,172 | $6,627-52.1% | $20,388-84.4% | $8,951-64.6% |