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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 | $12,882 | $55,889-77.0% | $76,119-83.1% | $80,935-84.1% |
| Participation rate | 69.0% | 62.1%+7.0pp | 69.1%0pp | 67.7%+1.4pp |
| Annual return | 6.97% | 20.58%-13.6pp | 361.25%-354.3pp | 35.66%-28.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,256 | $3,051+39.5% | $4,259-0.1% | $4,299-1.0% |
| Admin fee / account holder | $2,216 | $5,241-57.7% | $6,421-65.5% | $6,924-68.0% |