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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 | $68,956 | $70,917-2.8% | $98,920-30.3% | $73,497-6.2% |
| Participation rate | 56.2% | 73.8%-17.6pp | 76.0%-19.8pp | 70.7%-14.5pp |
| Annual return | 10.65% | 34.18%-23.5pp | 196.47%-185.8pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,695 | $3,501-51.6% | $4,245-60.1% | $3,740-54.7% |
| Admin fee / account holder | $6,118 | $535+1043.9% | $6,643-7.9% | $513+1092.5% |