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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 | $12,502 | $77,920-84.0% | $149,723-91.6% | $75,177-83.4% |
| Participation rate | 16.0% | 65.6%-49.6pp | 78.8%-62.8pp | 67.2%-51.2pp |
| Annual return | 11.14% | 31.72%-20.6pp | 134.50%-123.4pp | 160.75%-149.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,222 | $3,411-64.2% | $5,682-78.5% | $4,126-70.4% |
| Admin fee / account holder | $1,573 | $5,951-73.6% | $13,215-88.1% | $5,651-72.2% |