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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 | $76,195 | $78,707-3.2% | $117,861-35.4% | $70,126+8.7% |
| Participation rate | 39.3% | 73.2%-33.9pp | 79.7%-40.4pp | 69.5%-30.3pp |
| Annual return | 11.19% | 23.30%-12.1pp | 335.11%-323.9pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,490 | $3,297+5.9% | $4,482-22.1% | $3,332+4.8% |
| Admin fee / account holder | $6,517 | $5,066+28.6% | $8,021-18.8% | $4,645+40.3% |