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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 | $71,539 | $84,236-15.1% | $170,439-58.0% | $70,124+2.0% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 7.85% | 23.06%-15.2pp | 205.94%-198.1pp | 73.14%-65.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,872 | $3,086-6.9% | $4,939-41.9% | $3,332-13.8% |
| Admin fee / account holder | $3,426 | $5,698-39.9% | $13,881-75.3% | $4,645-26.3% |