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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 | $101,544 | $71,197+42.6% | $93,669+8.4% | $80,925+25.5% |
| Participation rate | 28.0% | 60.4%-32.4pp | 68.7%-40.7pp | 67.7%-39.7pp |
| Annual return | 8.76% | 11.27%-2.5pp | 133.59%-124.8pp | 35.65%-26.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,432 | $4,036-64.5% | $4,416-67.6% | $4,299-66.7% |
| Admin fee / account holder | $1,483 | $6,959-78.7% | $8,291-82.1% | $6,940-78.6% |