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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 | $62,778 | $52,580+19.4% | $71,671-12.4% | $70,126-10.5% |
| Participation rate | 30.4% | 60.9%-30.4pp | 68.7%-38.3pp | 69.5%-39.1pp |
| Annual return | 11.72% | 20.25%-8.5pp | 20.65%-8.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,635 | $2,386+10.4% | $3,438-23.4% | $3,332-20.9% |
| Admin fee / account holder | $3,753 | $3,653+2.7% | $5,558-32.5% | $4,645-19.2% |