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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 | $15,539 | $95,406-83.7% | $185,849-91.6% | $85,847-81.9% |
| Participation rate | 29.0% | 68.8%-39.7pp | 81.7%-52.7pp | 69.3%-40.3pp |
| Annual return | 10.77% | 23.59%-12.8pp | 122.10%-111.3pp | 318.61%-307.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,377 | $3,424-59.8% | $5,569-75.3% | $3,952-65.2% |
| Admin fee / account holder | $865 | $7,214-88.0% | $16,244-94.7% | $6,261-86.2% |