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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 | $97,076 | $55,930+73.6% | $76,089+27.6% | $80,925+20.0% |
| Participation rate | 40.4% | 62.1%-21.7pp | 69.1%-28.7pp | 67.7%-27.3pp |
| Annual return | 9.92% | 20.58%-10.7pp | 360.94%-351.0pp | 35.65%-25.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,112 | $3,051+133.1% | $4,259+67.0% | $4,299+65.4% |
| Admin fee / account holder | $2,107 | $5,241-59.8% | $6,418-67.2% | $6,940-69.6% |