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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 | $131,667 | $115,814+13.7% | $101,275+30.0% | $158,982-17.2% |
| Participation rate | 45.8% | 79.4%-33.5pp | 75.8%-30.0pp | 82.0%-36.1pp |
| Annual return | 7.39% | 56.16%-48.8pp | 46.48%-39.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,734 | $4,958-4.5% | $4,371+8.3% | $5,983-20.9% |
| Admin fee / account holder | $508 | $7,249-93.0% | $5,948-91.5% | $11,252-95.5% |