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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 | $77,814-73.3% | $158,223-86.9% | $86,983-76.1% |
| Participation rate | 11.4% | 68.4%-57.0pp | 79.2%-67.8pp | 69.5%-58.1pp |
| Annual return | 10.33% | 30.54%-20.2pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,719 | $3,270-47.4% | $5,467-68.6% | $4,194-59.0% |
| Admin fee / account holder | $3,172 | $5,879-46.1% | $16,047-80.2% | $7,856-59.6% |