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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 | $86,338 | $71,215+21.2% | $93,696-7.9% | $80,935+6.7% |
| Participation rate | 16.0% | 60.4%-44.4pp | 68.7%-52.7pp | 67.7%-51.7pp |
| Annual return | 6.65% | 11.27%-4.6pp | 133.74%-127.1pp | 35.66%-29.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,279 | $4,037-68.3% | $4,417-71.0% | $4,299-70.3% |
| Admin fee / account holder | $2,787 | $6,958-60.0% | $8,287-66.4% | $6,924-59.8% |