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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 | $40,155 | $86,949-53.8% | $102,460-60.8% | $80,959-50.4% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.4pp | 67.7%-10.5pp |
| Annual return | 7.84% | 18.89%-11.1pp | 29.47%-21.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,847 | $4,121-55.2% | $5,056-63.5% | $4,300-57.0% |
| Admin fee / account holder | $2,181 | $8,048-72.9% | $9,460-76.9% | $6,925-68.5% |