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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 | $22,851 | $76,407-70.1% | $150,298-84.8% | $82,448-72.3% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 13.12% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,443 | $3,214-55.1% | $5,453-73.5% | $4,139-65.1% |
| Admin fee / account holder | $598 | $6,352-90.6% | $14,116-95.8% | $7,234-91.7% |