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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 | $65,373 | $48,076+36.0% | $78,690-16.9% | $62,891+3.9% |
| Participation rate | 16.0% | 65.2%-49.2pp | 73.6%-57.6pp | 69.3%-53.3pp |
| Annual return | 2.54% | 31.35%-28.8pp | 62.18%-59.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,559 | $2,588-39.7% | $3,517-55.7% | $3,203-51.3% |
| Admin fee / account holder | $6,791 | $3,207+111.7% | $4,511+50.6% | $4,296+58.1% |