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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 | $33,391 | $58,493-42.9% | $84,021-60.3% | $72,975-54.2% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 13.89% | 28.93%-15.0pp | 71.32%-57.4pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,499 | $2,394+46.2% | $3,239+8.0% | $3,608-3.0% |
| Admin fee / account holder | $1,192 | $4,569-73.9% | $6,102-80.5% | $5,124-76.7% |