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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 | $10,401 | $55,889-81.4% | $76,119-86.3% | $80,935-87.1% |
| Participation rate | 64.8% | 62.1%+2.7pp | 69.1%-4.3pp | 67.7%-2.9pp |
| Annual return | 10.16% | 20.58%-10.4pp | 361.25%-351.1pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,232 | $3,051-26.9% | $4,259-47.6% | $4,299-48.1% |
| Admin fee / account holder | $1,071 | $5,241-79.6% | $6,421-83.3% | $6,924-84.5% |