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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 | $83,339 | $62,592+33.1% | $85,709-2.8% | $85,847-2.9% |
| Participation rate | 45.2% | 61.1%-16.0pp | 69.9%-24.7pp | 69.3%-24.2pp |
| Annual return | 10.72% | 23.77%-13.1pp | 21.49%-10.8pp | 318.61%-307.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,105 | $2,802+10.8% | $3,924-20.9% | $3,952-21.4% |
| Admin fee / account holder | $8,076 | $4,643+73.9% | $6,876+17.4% | $6,261+29.0% |