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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 | $16,309 | $60,442-73.0% | $96,754-83.1% | $87,485-81.4% |
| Participation rate | 22.6% | 58.7%-36.1pp | 70.3%-47.7pp | 68.9%-46.4pp |
| Annual return | 3.88% | 21.97%-18.1pp | 82.04%-78.2pp | 26.06%-22.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,445 | $3,280-55.9% | $4,758-69.6% | $4,274-66.2% |
| Admin fee / account holder | $6,612 | $5,069+30.4% | $8,905-25.7% | $7,775-15.0% |