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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 | $164,421 | $105,200+56.3% | $159,474+3.1% | $85,847+91.5% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.8%-29.7pp | 69.3%-16.2pp |
| Annual return | 11.31% | 45.08%-33.8pp | 263.68%-252.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,736 | $5,946+13.3% | $7,353-8.4% | $3,952+70.4% |
| Admin fee / account holder | $9,424 | $6,934+35.9% | $10,802-12.8% | $6,261+50.5% |