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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 | $69,754 | $78,015-10.6% | $178,505-60.9% | $80,959-13.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.7%-27.7pp |
| Annual return | 9.50% | 18.10%-8.6pp | 27.16%-17.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,596 | $4,406-18.4% | $6,280-42.7% | $4,300-16.4% |
| Admin fee / account holder | $528 | $7,160-92.6% | $10,428-94.9% | $6,925-92.4% |