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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 | $61,596 | $55,713+10.6% | $75,901-18.8% | $72,975-15.6% |
| Participation rate | 27.5% | 61.1%-33.6pp | 69.3%-41.8pp | 69.5%-42.0pp |
| Annual return | 10.22% | 27.60%-17.4pp | 30.76%-20.5pp | 81.01%-70.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,137 | $2,634-18.9% | $3,603-40.7% | $3,608-40.8% |
| Admin fee / account holder | $512 | $3,980-87.1% | $5,420-90.6% | $5,124-90.0% |