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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 | $76,776 | $71,878+6.8% | $86,698-11.4% | $68,486+12.1% |
| Participation rate | 48.6% | 72.2%-23.7pp | 76.6%-28.0pp | 67.9%-19.3pp |
| Annual return | -19.06% | 3.53%-22.6pp | 35.95%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,766 | $3,779-53.3% | $4,656-62.1% | $4,028-56.2% |
| Admin fee / account holder | $3,266 | $6,113-46.6% | $7,493-56.4% | $5,404-39.6% |