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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 | $151,408 | $89,367+69.4% | $141,191+7.2% | $72,975+107.5% |
| Participation rate | 51.9% | 75.1%-23.3pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 18.60% | 111.87%-93.3pp | 71.41%-52.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,160 | $5,419+32.1% | $6,710+6.7% | $3,608+98.5% |
| Admin fee / account holder | $1,997 | $5,957-66.5% | $10,264-80.5% | $5,124-61.0% |