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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 | $67,185 | $70,435-4.6% | $96,575-30.4% | $85,856-21.7% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 9.58% | 18.59%-9.0pp | 37.79%-28.2pp | 318.58%-309.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,759 | $2,894+64.4% | $3,849+23.6% | $3,952+20.4% |
| Admin fee / account holder | $2,445 | $4,997-51.1% | $6,182-60.5% | $6,261-60.9% |