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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 | $191,618 | $98,776+94.0% | $149,745+28.0% | $79,856+140.0% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.5%-45.8pp | 69.6%-33.0pp |
| Annual return | 4.35% | 27.38%-23.0pp | 276.72%-272.4pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,630 | $5,681-0.9% | $6,843-17.7% | $3,741+50.5% |
| Admin fee / account holder | $1,340 | $6,053-77.9% | $9,312-85.6% | $5,306-74.7% |