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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 | $85,813 | $78,428+9.4% | $95,960-10.6% | $79,852+7.5% |
| Participation rate | 31.0% | 73.5%-42.5pp | 77.1%-46.1pp | 69.6%-38.7pp |
| Annual return | 9.31% | 19.37%-10.1pp | 91.63%-82.3pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,100 | $3,440-39.0% | $4,167-49.6% | $3,740-43.9% |
| Admin fee / account holder | $12,660 | $5,622+125.2% | $6,797+86.3% | $5,306+138.6% |