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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 | $64,051 | $95,404-32.9% | $113,397-43.5% | $82,637-22.5% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 12.05% | 19.08%-7.0pp | 23.20%-11.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,474 | $4,220+29.7% | $5,076+7.8% | $4,126+32.7% |
| Admin fee / account holder | $829 | $9,168-91.0% | $11,957-93.1% | $7,339-88.7% |