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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 | $67,188 | $52,580+27.8% | $71,671-6.3% | $70,124-4.2% |
| Participation rate | 63.3% | 60.9%+2.5pp | 68.7%-5.4pp | 69.5%-6.2pp |
| Annual return | 8.67% | 20.25%-11.6pp | 20.65%-12.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,698 | $2,386-28.8% | $3,438-50.6% | $3,332-49.0% |
| Admin fee / account holder | $865 | $3,653-76.3% | $5,558-84.4% | $4,645-81.4% |