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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 | $72,217 | $55,902+29.2% | $76,030-5.0% | $80,959-10.8% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 6.19% | 20.59%-14.4pp | 361.54%-355.4pp | 35.67%-29.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,587 | $3,051-48.0% | $4,257-62.7% | $4,300-63.1% |
| Admin fee / account holder | $1,583 | $5,239-69.8% | $6,421-75.4% | $6,925-77.1% |