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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 | $52,590 | $81,276-35.3% | $155,574-66.2% | $80,925-35.0% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 9.47% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,072 | $3,453-11.0% | $5,629-45.4% | $4,299-28.5% |
| Admin fee / account holder | $2,054 | $7,993-74.3% | $15,914-87.1% | $6,940-70.4% |