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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 | $68,075 | $47,944+42.0% | $67,834+0.4% | $62,881+8.3% |
| Participation rate | 24.3% | 61.1%-36.7pp | 68.8%-44.5pp | 69.3%-45.0pp |
| Annual return | 4.45% | 11.77%-7.3pp | 138.47%-134.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,913 | $2,247-14.9% | $3,160-39.5% | $3,203-40.3% |
| Admin fee / account holder | $2,608 | $3,712-29.7% | $4,622-43.6% | $4,296-39.3% |