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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 | $80,336 | $69,444+15.7% | $92,985-13.6% | $87,485-8.2% |
| Participation rate | 29.8% | 63.3%-33.5pp | 69.5%-39.7pp | 68.9%-39.1pp |
| Annual return | 8.19% | 23.85%-15.7pp | 27.99%-19.8pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,924 | $3,364-42.8% | $4,377-56.0% | $4,274-55.0% |
| Admin fee / account holder | $6,706 | $6,137+9.3% | $9,463-29.1% | $7,775-13.7% |