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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 | $72,352 | $112,729-35.8% | $98,716-26.7% | $137,256-47.3% |
| Participation rate | 39.1% | 74.2%-35.1pp | 69.3%-30.2pp | 80.0%-40.8pp |
| Annual return | 9.88% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,775 | $4,640-61.8% | $4,048-56.2% | $6,407-72.3% |
| Admin fee / account holder | $4,322 | $10,129-57.3% | $8,703-50.3% | $12,270-64.8% |