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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 | $78,616 | $48,053+63.6% | $84,628-7.1% | $72,975+7.7% |
| Participation rate | 25.3% | 57.6%-32.3pp | 68.2%-42.9pp | 69.5%-44.2pp |
| Annual return | 14.35% | 37.39%-23.0pp | 258.80%-244.5pp | 81.01%-66.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,210 | $2,681-54.9% | $3,900-69.0% | $3,608-66.5% |
| Admin fee / account holder | $7,877 | $3,395+132.0% | $4,914+60.3% | $5,124+53.7% |