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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 | $60,398 | $57,590+4.9% | $86,233-30.0% | $82,448-26.7% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 13.04% | 22.41%-9.4pp | 61.39%-48.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,885 | $3,080+26.1% | $4,559-14.8% | $4,139-6.1% |
| Admin fee / account holder | $13,363 | $4,730+182.5% | $8,342+60.2% | $7,234+84.7% |