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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 | $154,036 | $55,889+175.6% | $76,119+102.4% | $80,935+90.3% |
| Participation rate | 21.4% | 62.1%-40.6pp | 69.1%-47.6pp | 67.7%-46.2pp |
| Annual return | 9.97% | 20.58%-10.6pp | 361.25%-351.3pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,883 | $3,051-38.3% | $4,259-55.8% | $4,299-56.2% |
| Admin fee / account holder | $10,534 | $5,241+101.0% | $6,421+64.0% | $6,924+52.1% |