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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 | $108,893 | $77,574+40.4% | $108,753+0.1% | $86,983+25.2% |
| Participation rate | 33.3% | 62.3%-29.0pp | 71.1%-37.8pp | 69.5%-36.2pp |
| Annual return | 3.53% | 18.42%-14.9pp | 37.47%-33.9pp | 25.83%-22.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,555 | $3,128+13.6% | $4,115-13.6% | $4,194-15.2% |
| Admin fee / account holder | $1,711 | $6,529-73.8% | $10,320-83.4% | $7,856-78.2% |