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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 | $56,063+174.8% | $76,051+102.5% | $80,911+90.4% |
| Participation rate | 21.4% | 62.0%-40.6pp | 69.1%-47.6pp | 67.6%-46.2pp |
| Annual return | 9.97% | 20.54%-10.6pp | 360.42%-350.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,883 | $3,052-38.3% | $4,257-55.8% | $4,297-56.2% |
| Admin fee / account holder | $10,534 | $5,240+101.0% | $6,416+64.2% | $6,935+51.9% |