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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 | $162,215 | $93,589+73.3% | $135,942+19.3% | $75,181+115.8% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 13.60% | 30.90%-17.3pp | 68.28%-54.7pp | 160.69%-147.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,560 | $6,405+2.4% | $7,759-15.4% | $4,126+59.0% |
| Admin fee / account holder | $3,831 | $6,977-45.1% | $10,764-64.4% | $5,650-32.2% |