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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 | $54,279 | $81,476-33.4% | $102,383-47.0% | $80,925-32.9% |
| Participation rate | 61.4% | 66.8%-5.5pp | 74.5%-13.1pp | 67.7%-6.3pp |
| Annual return | 10.44% | 25.59%-15.2pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,274 | $3,871-41.2% | $5,060-55.0% | $4,299-47.1% |
| Admin fee / account holder | $1,200 | $6,717-82.1% | $8,391-85.7% | $6,940-82.7% |