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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 | $83,635 | $91,179-8.3% | $178,499-53.1% | $79,852+4.7% |
| Participation rate | 21.2% | 69.2%-48.0pp | 81.9%-60.7pp | 69.6%-48.4pp |
| Annual return | 8.37% | 24.19%-15.8pp | 151.10%-142.7pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,316 | $3,236-59.3% | $5,202-74.7% | $3,740-64.8% |
| Admin fee / account holder | $2,189 | $6,749-67.6% | $13,986-84.4% | $5,306-58.8% |