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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 | $66,058 | $76,371-13.5% | $93,621-29.4% | $72,976-9.5% |
| Participation rate | 67.8% | 71.8%-4.0pp | 75.8%-8.1pp | 69.5%-1.7pp |
| Annual return | 3.47% | 25.82%-22.4pp | 32.76%-29.3pp | 81.02%-77.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,051 | $3,538-42.0% | $4,070-49.6% | $3,608-43.2% |
| Admin fee / account holder | $2,465 | $6,839-64.0% | $7,890-68.8% | $5,124-51.9% |