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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 | $80,905 | $59,440+36.1% | $78,004+3.7% | $82,637-2.1% |
| Participation rate | 22.7% | 62.8%-40.1pp | 69.4%-46.7pp | 68.1%-45.3pp |
| Annual return | 8.65% | 40.24%-31.6pp | 31.07%-22.4pp | 53.51%-44.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,249 | $3,138-60.2% | $4,092-69.5% | $4,126-69.7% |
| Admin fee / account holder | $10,279 | $5,504+86.8% | $7,578+35.6% | $7,339+40.1% |