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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 | $12,566 | $48,327-74.0% | $67,575-81.4% | $80,935-84.5% |
| Participation rate | 55.7% | 66.4%-10.7pp | 72.9%-17.2pp | 67.7%-11.9pp |
| Annual return | 11.15% | 18.31%-7.2pp | 3528.98%-3517.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,826 | $2,927-37.6% | $4,003-54.4% | $4,299-57.5% |
| Admin fee / account holder | $753 | $3,692-79.6% | $3,993-81.1% | $6,924-89.1% |