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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 | $87,060+6.3% | $105,591-12.3% | $80,911+14.4% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.6%-3.4pp |
| Annual return | 9.41% | 17.05%-7.6pp | 116.43%-107.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,935 | $3,986-1.3% | $5,008-21.4% | $4,297-8.4% |
| Admin fee / account holder | $2,084 | $8,442-75.3% | $11,024-81.1% | $6,935-70.0% |