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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 | $216,598 | $124,425+74.1% | $112,040+93.3% | $137,256+57.8% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 9.64% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,222 | $5,718+43.8% | $5,098+61.3% | $6,407+28.3% |
| Admin fee / account holder | $39,163 | $15,207+157.5% | $12,098+223.7% | $12,270+219.2% |