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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 | $175,067 | $209,336-16.4% | $197,124-11.2% | $137,256+27.5% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 10.56% | 48.09%-37.5pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,427 | $9,614-43.5% | $9,135-40.6% | $6,407-15.3% |
| Admin fee / account holder | $1,743 | $17,308-89.9% | $16,298-89.3% | $12,270-85.8% |