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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 | $173,978 | $211,224-17.6% | $178,505-2.5% | $145,897+19.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 3.01% | 30.28%-27.3pp | 27.16%-24.1pp | 552.29%-549.3pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,000 | $6,966+172.8% | $6,280+202.5% | $6,689+184.0% |
| Admin fee / account holder | $7,048 | $12,109-41.8% | $10,428-32.4% | $13,390-47.4% |