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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 | $76,585 | $56,277+36.1% | $80,976-5.4% | $62,891+21.8% |
| Participation rate | 30.2% | 69.0%-38.7pp | 75.8%-45.6pp | 69.3%-39.1pp |
| Annual return | 3.34% | 22.12%-18.8pp | 17.10%-13.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,209 | $4,195-23.5% | $5,696-43.7% | $3,203+0.2% |
| Admin fee / account holder | $6,059 | $3,741+62.0% | $5,516+9.8% | $4,296+41.1% |