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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 | $91,340 | $86,940+5.1% | $102,434-10.8% | $80,935+12.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 9.24% | 18.89%-9.7pp | 29.46%-20.2pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,636 | $4,121-36.0% | $5,055-47.8% | $4,299-38.7% |
| Admin fee / account holder | $5,602 | $8,047-30.4% | $9,462-40.8% | $6,924-19.1% |