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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 | $65,338 | $73,955-11.7% | $96,520-32.3% | $75,181-13.1% |
| Participation rate | 41.5% | 66.4%-24.9pp | 74.3%-32.8pp | 67.2%-25.7pp |
| Annual return | 11.90% | 26.72%-14.8pp | 35.72%-23.8pp | 160.69%-148.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,732 | $3,659-25.3% | $4,879-44.0% | $4,126-33.8% |
| Admin fee / account holder | $1,976 | $5,217-62.1% | $6,733-70.7% | $5,650-65.0% |