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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 | $49,366 | $52,279-5.6% | $89,435-44.8% | $79,856-38.2% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 6.74% | 22.16%-15.4pp | 245.55%-238.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,285 | $2,740-53.1% | $3,890-67.0% | $3,741-65.6% |
| Admin fee / account holder | $695 | $3,356-79.3% | $4,884-85.8% | $5,306-86.9% |