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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 | $97,770 | $93,617+4.4% | $135,982-28.1% | $75,177+30.1% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 14.60% | 30.89%-16.3pp | 68.32%-53.7pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,314 | $6,406-1.4% | $7,760-18.6% | $4,126+53.0% |
| Admin fee / account holder | $5,730 | $6,980-17.9% | $10,767-46.8% | $5,651+1.4% |