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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 | $63,097 | $49,249+28.1% | $70,476-10.5% | $79,852-21.0% |
| Participation rate | 23.4% | 69.2%-45.8pp | 75.1%-51.7pp | 69.6%-46.2pp |
| Annual return | 1.31% | 30.09%-28.8pp | 109.12%-107.8pp | 31.72%-30.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,533 | $2,769-44.6% | $3,710-58.7% | $3,740-59.0% |
| Admin fee / account holder | $577 | $2,878-79.9% | $3,847-85.0% | $5,306-89.1% |