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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 | $209,736 | $89,370+134.7% | $141,197+48.5% | $72,976+187.4% |
| Participation rate | 28.6% | 75.1%-46.6pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 17.13% | 111.88%-94.7pp | 71.41%-54.3pp | 81.02%-63.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,536 | $5,419-34.7% | $6,710-47.3% | $3,608-2.0% |
| Admin fee / account holder | $4,962 | $5,957-16.7% | $10,265-51.7% | $5,124-3.2% |