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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 | $13,296 | $45,050-70.5% | $63,018-78.9% | $70,126-81.0% |
| Participation rate | 26.0% | 69.5%-43.5pp | 74.8%-48.8pp | 69.5%-43.6pp |
| Annual return | 10.06% | 18.76%-8.7pp | 87.62%-77.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $864 | $2,466-65.0% | $3,330-74.1% | $3,332-74.1% |
| Admin fee / account holder | $562 | $2,834-80.2% | $3,601-84.4% | $4,645-87.9% |