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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 | $24,835 | $53,128-53.3% | $86,582-71.3% | $70,126-64.6% |
| Participation rate | 62.1% | 65.3%-3.2pp | 73.5%-11.5pp | 69.5%-7.5pp |
| Annual return | 8.40% | 27.66%-19.3pp | 965.08%-956.7pp | 73.15%-64.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,561 | $2,695-42.1% | $3,609-56.7% | $3,332-53.2% |
| Admin fee / account holder | $1,755 | $3,584-51.0% | $4,904-64.2% | $4,645-62.2% |