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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 | $97,213 | $58,057+67.4% | $97,032+0.2% | $86,983+11.8% |
| Participation rate | 23.4% | 60.4%-37.0pp | 71.6%-48.2pp | 69.5%-46.1pp |
| Annual return | 10.61% | 22.26%-11.7pp | 35.38%-24.8pp | 25.83%-15.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $998 | $3,244-69.2% | $4,672-78.6% | $4,194-76.2% |
| Admin fee / account holder | $2,928 | $4,839-39.5% | $9,418-68.9% | $7,856-62.7% |