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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 | $17,716 | $81,358-78.2% | $155,556-88.6% | $80,959-78.1% |
| Participation rate | 30.6% | 66.3%-35.7pp | 78.2%-47.7pp | 67.7%-37.1pp |
| Annual return | 10.58% | 33.39%-22.8pp | 64.84%-54.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,848 | $3,455-46.5% | $5,631-67.2% | $4,300-57.0% |
| Admin fee / account holder | $896 | $7,994-88.8% | $15,885-94.4% | $6,925-87.1% |