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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 | $105,669 | $57,140+84.9% | $85,240+24.0% | $80,959+30.5% |
| Participation rate | 25.8% | 56.4%-30.7pp | 67.5%-41.8pp | 67.7%-41.9pp |
| Annual return | 9.71% | 21.71%-12.0pp | 66.75%-57.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,832 | $3,115-41.2% | $4,527-59.5% | $4,300-57.4% |
| Admin fee / account holder | $3,919 | $4,992-21.5% | $6,165-36.4% | $6,925-43.4% |