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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 | $75,480 | $66,501+13.5% | $81,482-7.4% | $77,692-2.8% |
| Participation rate | 27.2% | 68.7%-41.5pp | 69.5%-42.3pp | 70.6%-43.4pp |
| Annual return | 11.23% | 15.93%-4.7pp | 24.79%-13.6pp | 31.25%-20.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,248 | $3,678-38.9% | $3,885-42.1% | $4,648-51.6% |
| Admin fee / account holder | $4,824 | $583+727.3% | $5,761-16.3% | $431+1020.5% |