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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 | $192,850 | $74,535+158.7% | $100,712+91.5% | $82,637+133.4% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.3%-20.9pp | 68.1%-19.7pp |
| Annual return | 8.89% | 18.92%-10.0pp | 33.27%-24.4pp | 53.51%-44.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,762 | $3,074-10.2% | $4,085-32.4% | $4,126-33.1% |
| Admin fee / account holder | $63,630 | $6,576+867.6% | $9,256+587.4% | $7,339+767.0% |