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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 | $92,554 | $87,132+6.2% | $105,624-12.4% | $80,959+14.3% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.3%-11.0pp | 67.7%-3.4pp |
| Annual return | 9.41% | 17.03%-7.6pp | 116.20%-106.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,935 | $3,985-1.3% | $5,013-21.5% | $4,300-8.5% |
| Admin fee / account holder | $2,084 | $8,449-75.3% | $10,961-81.0% | $6,925-69.9% |