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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 | $50,859 | $57,590-11.7% | $86,233-41.0% | $82,448-38.3% |
| Participation rate | 13.0% | 57.9%-44.8pp | 69.0%-56.0pp | 68.1%-55.0pp |
| Annual return | 12.99% | 22.41%-9.4pp | 61.39%-48.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $936 | $3,080-69.6% | $4,559-79.5% | $4,139-77.4% |
| Admin fee / account holder | $10,379 | $4,730+119.4% | $8,342+24.4% | $7,234+43.5% |