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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 | $57,073+85.1% | $85,126+24.1% | $80,925+30.6% |
| Participation rate | 25.8% | 56.4%-30.6pp | 67.5%-41.8pp | 67.7%-41.9pp |
| Annual return | 9.71% | 21.69%-12.0pp | 66.63%-56.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,832 | $3,113-41.1% | $4,523-59.5% | $4,299-57.4% |
| Admin fee / account holder | $3,919 | $4,988-21.4% | $6,160-36.4% | $6,940-43.5% |