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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 | $11,530 | $25,014-53.9% | $69,632-83.4% | $80,959-85.8% |
| Participation rate | 15.4% | 64.2%-48.8pp | 66.4%-51.0pp | 67.7%-52.3pp |
| Annual return | 6.19% | 19.08%-12.9pp | 101.32%-95.1pp | 35.67%-29.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $876 | $1,840-52.4% | $2,889-69.7% | $4,300-79.6% |
| Admin fee / account holder | $1,387 | $2,491-44.3% | $4,695-70.5% | $6,925-80.0% |