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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 | $121,297 | $89,367+35.7% | $141,191-14.1% | $72,975+66.2% |
| Participation rate | 28.6% | 75.1%-46.6pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 18.65% | 111.87%-93.2pp | 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 | $2,552 | $5,419-52.9% | $6,710-62.0% | $3,608-29.3% |
| Admin fee / account holder | $6,699 | $5,957+12.5% | $10,264-34.7% | $5,124+30.7% |