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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 | $130,394 | $51,631+152.6% | $129,397+0.8% | $80,925+61.1% |
| Participation rate | 69.6% | 56.9%+12.6pp | 69.6%-0.1pp | 67.7%+1.9pp |
| Annual return | 10.21% | 20.77%-10.6pp | 9453.98%-9443.8pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,417 | $2,670+252.7% | $4,167+126.0% | $4,299+119.1% |
| Admin fee / account holder | $1,699 | $4,309-60.6% | $7,679-77.9% | $6,940-75.5% |