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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 | $175,314 | $84,953+106.4% | $163,379+7.3% | $82,637+112.1% |
| Participation rate | 50.9% | 65.9%-15.0pp | 76.8%-25.9pp | 68.1%-17.1pp |
| Annual return | 12.90% | 23.07%-10.2pp | 63.41%-50.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,387 | $4,326+70.7% | $6,282+17.6% | $4,126+79.0% |
| Admin fee / account holder | $5,641 | $7,921-28.8% | $9,818-42.5% | $7,339-23.1% |