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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 | $85,674 | $91,559-6.4% | $133,978-36.1% | $79,856+7.3% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 3.62% | 61.85%-58.2pp | 45.10%-41.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,810 | $3,734+2.1% | $5,047-24.5% | $3,741+1.9% |
| Admin fee / account holder | $2,325 | $6,321-63.2% | $8,930-74.0% | $5,306-56.2% |