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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 | $92,852 | $71,215+30.4% | $93,696-0.9% | $80,935+14.7% |
| Participation rate | 36.5% | 60.4%-23.9pp | 68.7%-32.3pp | 67.7%-31.2pp |
| Annual return | 8.97% | 11.27%-2.3pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,165 | $4,037-21.6% | $4,417-28.3% | $4,299-26.4% |
| Admin fee / account holder | $5,676 | $6,958-18.4% | $8,287-31.5% | $6,924-18.0% |