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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 | $156,138 | $101,798+53.4% | $165,071-5.4% | $80,935+92.9% |
| Participation rate | 67.9% | 71.8%-4.0pp | 78.6%-10.8pp | 67.7%+0.2pp |
| Annual return | 7.11% | 16.73%-9.6pp | 70.17%-63.1pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,265 | $4,476+40.0% | $6,035+3.8% | $4,299+45.7% |
| Admin fee / account holder | $4,167 | $8,221-49.3% | $12,695-67.2% | $6,924-39.8% |