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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 | $63,350 | $76,371-17.0% | $93,621-32.3% | $72,976-13.2% |
| Participation rate | 62.1% | 71.8%-9.7pp | 75.8%-13.8pp | 69.5%-7.4pp |
| Annual return | 12.28% | 25.82%-13.5pp | 32.76%-20.5pp | 81.02%-68.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,735 | $3,538-51.0% | $4,070-57.4% | $3,608-51.9% |
| Admin fee / account holder | $9,819 | $6,839+43.6% | $7,890+24.5% | $5,124+91.6% |