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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 | $154,230 | $69,137+123.1% | $182,153-15.3% | $94,015+64.0% |
| Participation rate | 31.4% | 59.6%-28.2pp | 65.7%-34.3pp | 70.8%-39.4pp |
| Annual return | 10.01% | 21.34%-11.3pp | 35.04%-25.0pp | 17.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,152-100.0% | $2,593-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,396 | $2,665-10.1% | $3,776-36.6% | $4,249-43.6% |
| Admin fee / account holder | $23,437 | $11,615+101.8% | $9,477+147.3% | $8,951+161.8% |