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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 | $62,823 | $19,646+219.8% | $71,585-12.2% | $64,097-2.0% |
| Participation rate | 22.0% | 64.7%-42.7pp | 68.2%-46.2pp | 55.2%-33.2pp |
| Annual return | 10.17% | 36.81%-26.6pp | 59.26%-49.1pp | 34.64%-24.5pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $872 | $1,665-47.6% | $2,923-70.2% | $3,080-71.7% |
| Admin fee / account holder | $8,640 | $1,850+367.1% | $4,712+83.4% | $3,454+150.1% |