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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 | $106,471 | $71,230+49.5% | $93,727+13.6% | $80,959+31.5% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.7%-4.3pp |
| Annual return | 9.77% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,093 | $4,037+26.1% | $4,417+15.3% | $4,300+18.4% |
| Admin fee / account holder | $14,595 | $6,961+109.7% | $8,292+76.0% | $6,925+110.7% |