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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 | $68,218 | $81,276-16.1% | $155,574-56.2% | $80,925-15.7% |
| Participation rate | 45.5% | 66.2%-20.8pp | 78.2%-32.8pp | 67.7%-22.2pp |
| Annual return | 10.30% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,906 | $3,453+13.1% | $5,629-30.6% | $4,299-9.1% |
| Admin fee / account holder | $2,423 | $7,993-69.7% | $15,914-84.8% | $6,940-65.1% |