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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 | $100,890 | $138,393-27.1% | $184,256-45.2% | $80,959+24.6% |
| Participation rate | 46.3% | 83.9%-37.6pp | 86.8%-40.6pp | 67.7%-21.4pp |
| Annual return | 10.34% | 20.01%-9.7pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,582 | $7,076-35.2% | $9,133-49.8% | $4,300+6.6% |
| Admin fee / account holder | $2,254 | $10,489-78.5% | $13,899-83.8% | $6,925-67.4% |