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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 | $69,558 | $94,436-26.3% | $115,599-39.8% | $82,637-15.8% |
| Participation rate | 67.5% | 70.4%-2.9pp | 74.3%-6.8pp | 68.1%-0.6pp |
| Annual return | 11.51% | 18.37%-6.9pp | 111.10%-99.6pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,223 | $3,955-18.5% | $4,889-34.1% | $4,126-21.9% |
| Admin fee / account holder | $1,827 | $10,328-82.3% | $12,841-85.8% | $7,339-75.1% |