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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 | $139,749 | $60,442+131.2% | $96,754+44.4% | $87,485+59.7% |
| Participation rate | 55.4% | 58.7%-3.4pp | 70.3%-14.9pp | 68.9%-13.6pp |
| Annual return | 13.00% | 21.97%-9.0pp | 82.04%-69.0pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,670 | $3,280+11.9% | $4,758-22.9% | $4,274-14.1% |
| Admin fee / account holder | $2,419 | $5,069-52.3% | $8,905-72.8% | $7,775-68.9% |