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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 | $53,917 | $67,411-20.0% | $91,004-40.8% | $70,124-23.1% |
| Participation rate | 60.7% | 71.4%-10.7pp | 75.6%-14.9pp | 69.5%-8.8pp |
| Annual return | 10.69% | -40.16%+50.9pp | 4.60%+6.1pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,916 | $2,823+3.3% | $3,548-17.8% | $3,332-12.5% |
| Admin fee / account holder | $490 | $4,236-88.4% | $5,417-91.0% | $4,645-89.4% |