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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 | $92,647 | $97,550-5.0% | $120,344-23.0% | $87,485+5.9% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.7%-13.7pp | 68.9%-6.0pp |
| Annual return | 11.43% | 18.41%-7.0pp | 20.30%-8.9pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,019 | $4,230-52.3% | $5,135-60.7% | $4,274-52.8% |
| Admin fee / account holder | $5,871 | $9,543-38.5% | $12,742-53.9% | $7,775-24.5% |