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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 | $78,427 | $74,535+5.2% | $100,712-22.1% | $82,637-5.1% |
| Participation rate | 41.3% | 61.2%-19.8pp | 69.3%-27.9pp | 68.1%-26.7pp |
| Annual return | 11.57% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,916 | $3,074+27.4% | $4,085-4.1% | $4,126-5.1% |
| Admin fee / account holder | $5,081 | $6,576-22.7% | $9,256-45.1% | $7,339-30.8% |