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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 | $51,358 | $71,215-27.9% | $93,696-45.2% | $80,935-36.5% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.7%-6.9pp |
| Annual return | 9.58% | 11.27%-1.7pp | 133.74%-124.2pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,385 | $4,037+8.6% | $4,417-0.7% | $4,299+2.0% |
| Admin fee / account holder | $1,387 | $6,958-80.1% | $8,287-83.3% | $6,924-80.0% |