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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 | $58,086 | $64,920-10.5% | $103,693-44.0% | $86,983-33.2% |
| Participation rate | 23.1% | 63.6%-40.5pp | 72.6%-49.6pp | 69.5%-46.5pp |
| Annual return | 9.94% | 30.29%-20.3pp | 47.61%-37.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $917 | $3,241-71.7% | $4,579-80.0% | $4,194-78.1% |
| Admin fee / account holder | $1,519 | $6,191-75.5% | $7,858-80.7% | $7,856-80.7% |