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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 | $100,775 | $85,766+17.5% | $136,297-26.1% | $70,124+43.7% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 13.56% | 31.45%-17.9pp | 5156.19%-5142.6pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,424 | $5,051-32.2% | $6,247-45.2% | $3,332+2.8% |
| Admin fee / account holder | $1,543 | $5,420-71.5% | $9,244-83.3% | $4,645-66.8% |