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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 | $57,186 | $73,787-22.5% | $98,716-42.1% | $82,448-30.6% |
| Participation rate | 22.9% | 61.4%-38.6pp | 69.3%-46.4pp | 68.1%-45.2pp |
| Annual return | 10.18% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,980 | $3,081-3.3% | $4,048-26.4% | $4,139-28.0% |
| Admin fee / account holder | $1,256 | $6,500-80.7% | $8,703-85.6% | $7,234-82.6% |