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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 | $90,110 | $52,279+72.4% | $89,435+0.8% | $79,856+12.8% |
| Participation rate | 26.5% | 57.5%-31.1pp | 68.0%-41.5pp | 69.6%-43.2pp |
| Annual return | 8.11% | 22.16%-14.1pp | 245.55%-237.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $919 | $2,740-66.5% | $3,890-76.4% | $3,741-75.4% |
| Admin fee / account holder | $5,499 | $3,356+63.8% | $4,884+12.6% | $5,306+3.6% |