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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 | $65,814 | $72,471-9.2% | $94,215-30.1% | $86,983-24.3% |
| Participation rate | 46.4% | 63.9%-17.4pp | 70.0%-23.5pp | 69.5%-23.1pp |
| Annual return | 8.28% | 26.44%-18.2pp | 28.22%-19.9pp | 25.83%-17.6pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,776 | $3,397+11.2% | $4,276-11.7% | $4,194-10.0% |
| Admin fee / account holder | $1,535 | $6,468-76.3% | $10,216-85.0% | $7,856-80.5% |