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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 | $12,097 | $81,262-85.1% | $155,602-92.2% | $80,911-85.0% |
| Participation rate | 56.6% | 66.2%-9.6pp | 78.2%-21.6pp | 67.6%-11.0pp |
| Annual return | 4.07% | 33.34%-29.3pp | 64.81%-60.7pp | 35.63%-31.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $916 | $3,451-73.5% | $5,629-83.7% | $4,297-78.7% |
| Admin fee / account holder | $1,099 | $7,992-86.2% | $15,923-93.1% | $6,935-84.2% |