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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 | $69,061 | $51,222+34.8% | $70,544-2.1% | $75,173-8.1% |
| Participation rate | 32.5% | 61.0%-28.5pp | 68.4%-35.9pp | 67.2%-34.7pp |
| Annual return | 5.52% | 30.06%-24.5pp | 32.79%-27.3pp | 160.72%-155.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,167 | $2,850-24.0% | $4,568-52.6% | $4,126-47.5% |
| Admin fee / account holder | $2,873 | $4,096-29.8% | $6,427-55.3% | $5,651-49.1% |