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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 | $48,047 | $95,415-49.6% | $185,851-74.1% | $85,851-44.0% |
| Participation rate | 20.6% | 68.8%-48.1pp | 81.7%-61.1pp | 69.3%-48.7pp |
| Annual return | 11.03% | 23.59%-12.6pp | 122.11%-111.1pp | 318.63%-307.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,018 | $3,424-70.3% | $5,569-81.7% | $3,952-74.2% |
| Admin fee / account holder | $882 | $7,215-87.8% | $16,245-94.6% | $6,261-85.9% |