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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 | $11,001 | $60,442-81.8% | $96,754-88.6% | $87,485-87.4% |
| Participation rate | 25.0% | 58.7%-33.7pp | 70.3%-45.3pp | 68.9%-43.9pp |
| Annual return | 13.22% | 21.97%-8.8pp | 82.04%-68.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,740 | $3,280-47.0% | $4,758-63.4% | $4,274-59.3% |
| Admin fee / account holder | $437 | $5,069-91.4% | $8,905-95.1% | $7,775-94.4% |