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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 | $67,883 | $60,349+12.5% | $74,184-8.5% | $62,881+8.0% |
| Participation rate | 41.4% | 72.7%-31.3pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 4.11% | 21.38%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,454 | $2,856-14.1% | $3,550-30.9% | $3,203-23.4% |
| Admin fee / account holder | $1,388 | $4,261-67.4% | $5,586-75.2% | $4,296-67.7% |