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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 | $81,262 | $65,704+23.7% | $94,229-13.8% | $59,633+36.3% |
| Participation rate | 27.9% | 72.1%-44.2pp | 78.8%-50.9pp | 68.7%-40.8pp |
| Annual return | -2.96% | 5.22%-8.2pp | 10.68%-13.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,118 | $3,143-0.8% | $4,320-27.8% | $3,192-2.3% |
| Admin fee / account holder | $1,546 | $4,265-63.8% | $6,269-75.3% | $4,297-64.0% |