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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 | $81,881 | $81,487+0.5% | $102,412-20.0% | $80,935+1.2% |
| Participation rate | 21.2% | 66.8%-45.6pp | 74.5%-53.3pp | 67.7%-46.4pp |
| Annual return | 7.72% | 25.60%-17.9pp | 24.94%-17.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,666 | $3,871-31.1% | $5,060-47.3% | $4,299-38.0% |
| Admin fee / account holder | $43,733 | $6,717+551.1% | $8,388+421.4% | $6,924+531.6% |