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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 | $75,968 | $67,602+12.4% | $82,312-7.7% | $70,126+8.3% |
| Participation rate | 51.0% | 72.8%-21.8pp | 76.9%-25.9pp | 69.5%-18.6pp |
| Annual return | 12.13% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,673 | $2,987-44.0% | $3,706-54.9% | $3,332-49.8% |
| Admin fee / account holder | $1,447 | $4,512-67.9% | $5,608-74.2% | $4,645-68.9% |