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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 | $58,653 | $78,197-25.0% | $98,090-40.2% | $82,637-29.0% |
| Participation rate | 51.2% | 77.5%-26.2pp | 81.5%-30.3pp | 68.1%-16.8pp |
| Annual return | 11.29% | 40.25%-29.0pp | 37.05%-25.8pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,248 | $6,636-51.1% | $7,845-58.6% | $4,126-21.3% |
| Admin fee / account holder | $4,656 | $14,832-68.6% | $11,815-60.6% | $7,339-36.6% |