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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 | $23,470 | $57,119-58.9% | $85,187-72.4% | $80,935-71.0% |
| Participation rate | 52.0% | 56.4%-4.4pp | 67.5%-15.5pp | 67.7%-15.7pp |
| Annual return | 7.57% | 21.70%-14.1pp | 66.67%-59.1pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $850 | $3,115-72.7% | $4,525-81.2% | $4,299-80.2% |
| Admin fee / account holder | $615 | $4,990-87.7% | $6,162-90.0% | $6,924-91.1% |