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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 | $102,424 | $81,358+25.9% | $155,556-34.2% | $80,959+26.5% |
| Participation rate | 14.8% | 66.3%-51.5pp | 78.2%-63.4pp | 67.7%-52.9pp |
| Annual return | 9.24% | 33.39%-24.1pp | 64.84%-55.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,007 | $3,455-41.9% | $5,631-64.4% | $4,300-53.3% |
| Admin fee / account holder | $2,266 | $7,994-71.6% | $15,885-85.7% | $6,925-67.3% |