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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 | $67,974 | $60,349+12.6% | $74,184-8.4% | $62,881+8.1% |
| Participation rate | 26.1% | 72.7%-46.6pp | 76.6%-50.5pp | 69.3%-43.2pp |
| Annual return | 2.43% | 21.38%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,557 | $2,856-45.5% | $3,550-56.1% | $3,203-51.4% |
| Admin fee / account holder | $1,668 | $4,261-60.8% | $5,586-70.1% | $4,296-61.2% |