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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 | $106,749-41.4% | $145,433-57.0% | $82,448-24.1% |
| Participation rate | 37.5% | 75.6%-38.1pp | 82.1%-44.6pp | 68.1%-30.6pp |
| Annual return | 13.88% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,114 | $6,519-52.2% | $7,897-60.6% | $4,139-24.8% |
| Admin fee / account holder | $12,928 | $8,390+54.1% | $13,129-1.5% | $7,234+78.7% |