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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 | $72,080 | $65,367+10.3% | $92,915-22.4% | $72,976-1.2% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.1pp |
| Annual return | 12.12% | 42.11%-30.0pp | 109.45%-97.3pp | 81.02%-68.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,137 | $3,128-31.7% | $4,238-49.6% | $3,608-40.8% |
| Admin fee / account holder | $1,546 | $4,251-63.6% | $5,796-73.3% | $5,124-69.8% |