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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 | $94,913 | $72,027+31.8% | $185,861-48.9% | $79,856+18.9% |
| Participation rate | 30.4% | 65.8%-35.3pp | 78.0%-47.6pp | 69.6%-39.2pp |
| Annual return | 2.83% | 23.13%-20.3pp | 35.96%-33.1pp | 31.71%-28.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,548 | $3,780-32.6% | $5,634-54.8% | $3,741-31.9% |
| Admin fee / account holder | $605 | $4,513-86.6% | $9,503-93.6% | $5,306-88.6% |