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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 | $178,825 | $85,766+108.5% | $136,298+31.2% | $70,126+155.0% |
| Participation rate | 34.5% | 74.2%-39.7pp | 81.9%-47.4pp | 69.5%-35.1pp |
| Annual return | 10.90% | 31.46%-20.6pp | 5156.27%-5145.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,913 | $5,051-22.5% | $6,247-37.4% | $3,332+17.4% |
| Admin fee / account holder | $7,382 | $5,421+36.2% | $9,244-20.1% | $4,645+58.9% |