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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 | $70,405 | $76,407-7.9% | $150,298-53.2% | $82,448-14.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 13.07% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,459 | $3,214-54.6% | $5,453-73.2% | $4,139-64.7% |
| Admin fee / account holder | $933 | $6,352-85.3% | $14,116-93.4% | $7,234-87.1% |