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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 | $23,956 | $53,841-55.5% | $75,731-68.4% | $85,851-72.1% |
| Participation rate | 36.4% | 69.0%-32.7pp | 74.8%-38.5pp | 69.3%-33.0pp |
| Annual return | 11.01% | 24.54%-13.5pp | 104.65%-93.6pp | 318.63%-307.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,553 | $2,895-46.3% | $3,820-59.3% | $3,952-60.7% |
| Admin fee / account holder | $691 | $3,340-79.3% | $3,620-80.9% | $6,261-89.0% |