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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 | $70,333 | $86,940-19.1% | $102,434-31.3% | $80,935-13.1% |
| Participation rate | 37.9% | 72.4%-34.5pp | 76.5%-38.6pp | 67.7%-29.7pp |
| Annual return | 8.90% | 18.89%-10.0pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,969 | $4,121-52.2% | $5,055-61.0% | $4,299-54.2% |
| Admin fee / account holder | $773 | $8,047-90.4% | $9,462-91.8% | $6,924-88.8% |