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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 | $73,762 | $65,364+12.8% | $92,909-20.6% | $72,975+1.1% |
| Participation rate | 28.0% | 68.3%-40.3pp | 76.0%-48.0pp | 69.5%-41.4pp |
| Annual return | 15.21% | 42.11%-26.9pp | 109.44%-94.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,501 | $3,128-52.0% | $4,238-64.6% | $3,608-58.4% |
| Admin fee / account holder | $1,413 | $4,251-66.8% | $5,795-75.6% | $5,124-72.4% |