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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 | $62,585 | $106,864-41.4% | $147,318-57.5% | $82,637-24.3% |
| Participation rate | 37.5% | 75.5%-38.0pp | 82.1%-44.6pp | 68.1%-30.6pp |
| Annual return | 13.88% | 27.49%-13.6pp | 70.43%-56.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,114 | $6,496-52.1% | $7,906-60.6% | $4,126-24.5% |
| Admin fee / account holder | $12,928 | $8,415+53.6% | $13,708-5.7% | $7,339+76.2% |