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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 | $102,978 | $72,269+42.5% | $101,271+1.7% | $79,852+29.0% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 3.46% | 22.29%-18.8pp | 46.48%-43.0pp | 31.72%-28.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,116 | $3,282-35.5% | $4,371-51.6% | $3,740-43.4% |
| Admin fee / account holder | $2,830 | $4,401-35.7% | $5,948-52.4% | $5,306-46.7% |