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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 | $26,144 | $62,164-57.9% | $81,482-67.9% | $74,400-64.9% |
| Participation rate | 37.1% | 64.1%-26.9pp | 69.5%-32.4pp | 67.2%-30.1pp |
| Annual return | 9.59% | 16.50%-6.9pp | 24.79%-15.2pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $0 | $1,884-100.0% | $2,463-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,567 | $3,230-51.5% | $3,885-59.7% | $4,348-64.0% |
| Admin fee / account holder | $3,231 | $1,923+68.0% | $5,761-43.9% | $1,944+66.2% |