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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 | $85,987 | $81,504+5.5% | $102,437-16.1% | $80,959+6.2% |
| Participation rate | 62.8% | 66.9%-4.1pp | 74.5%-11.7pp | 67.7%-4.9pp |
| Annual return | 7.33% | 25.60%-18.3pp | 24.95%-17.6pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,451 | $3,871-10.8% | $5,060-31.8% | $4,300-19.8% |
| Admin fee / account holder | $21,261 | $6,719+216.4% | $8,388+153.5% | $6,925+207.0% |