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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 | $212,386-17.6% | $199,883-12.4% | $138,895+26.0% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 10.56% | 47.75%-37.2pp | 43.81%-33.2pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,427 | $9,617-43.6% | $9,138-40.6% | $6,396-15.1% |
| Admin fee / account holder | $1,743 | $18,233-90.4% | $17,268-89.9% | $12,562-86.1% |