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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 | $58,622 | $29,051+101.8% | $52,425+11.8% | $67,986-13.8% |
| Participation rate | 21.4% | 30.4%-9.0pp | 55.6%-34.2pp | 57.2%-35.8pp |
| Annual return | 14.01% | 24.00%-10.0pp | 302.12%-288.1pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $704 | $873-19.3% | $1,790-60.7% | $3,358-79.0% |
| Admin fee / account holder | $2,066 | $2,113-2.2% | $2,495-17.2% | $3,203-35.5% |