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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 | $62,512 | $56,894+9.9% | $84,753-26.2% | $62,881-0.6% |
| Participation rate | 58.5% | 68.5%-10.0pp | 76.6%-18.1pp | 69.3%-10.8pp |
| Annual return | 3.33% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,546 | $2,709+30.9% | $3,712-4.5% | $3,203+10.7% |
| Admin fee / account holder | $7,186 | $3,581+100.7% | $5,333+34.7% | $4,296+67.3% |