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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 | $186,411 | $85,766+117.3% | $136,297+36.8% | $70,124+165.8% |
| Participation rate | 64.7% | 74.2%-9.4pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 13.39% | 31.45%-18.1pp | 5156.19%-5142.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,430 | $5,051+86.7% | $6,247+51.0% | $3,332+183.0% |
| Admin fee / account holder | $9,160 | $5,420+69.0% | $9,244-0.9% | $4,645+97.2% |