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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 | $75,703 | $43,496+74.0% | $161,489-53.1% | $64,340+17.7% |
| Participation rate | 29.8% | 53.5%-23.8pp | 78.7%-48.9pp | 55.2%-25.5pp |
| Annual return | 10.73% | 20.76%-10.0pp | 89.72%-79.0pp | 24.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,592 | $1,996+29.9% | $5,630-54.0% | $2,980-13.0% |
| Admin fee / account holder | $1,718 | $2,330-26.3% | $16,006-89.3% | $3,703-53.6% |