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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 | $45,343+67.0% | $150,298-49.6% | $67,986+11.4% |
| Participation rate | 29.8% | 51.9%-22.1pp | 77.8%-48.0pp | 57.2%-27.5pp |
| Annual return | 10.73% | 33.28%-22.5pp | 62.79%-52.1pp | 31.67%-20.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,592 | $2,055+26.1% | $5,453-52.5% | $3,358-22.8% |
| Admin fee / account holder | $1,718 | $2,250-23.6% | $14,116-87.8% | $3,203-46.4% |