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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 | $9,125 | $57,140-84.0% | $85,240-89.3% | $80,959-88.7% |
| Participation rate | 44.7% | 56.4%-11.7pp | 67.5%-22.8pp | 67.7%-23.0pp |
| Annual return | 6.88% | 21.71%-14.8pp | 66.75%-59.9pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $854 | $3,115-72.6% | $4,527-81.1% | $4,300-80.1% |
| Admin fee / account holder | $1,353 | $4,992-72.9% | $6,165-78.0% | $6,925-80.5% |