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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 | $97,691 | $56,054+74.3% | $171,082-42.9% | $62,881+55.4% |
| Participation rate | 58.3% | 62.9%-4.5pp | 76.7%-18.4pp | 69.3%-11.0pp |
| Annual return | 4.76% | 22.52%-17.8pp | 32.56%-27.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,985 | $3,158+57.9% | $4,797+3.9% | $3,203+55.6% |
| Admin fee / account holder | $7,253 | $3,647+98.9% | $8,520-14.9% | $4,296+68.8% |