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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 | $228,150 | $112,729+102.4% | $98,716+131.1% | $137,256+66.2% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.3%-58.2pp | 80.0%-68.8pp |
| Annual return | 6.78% | 38.48%-31.7pp | 31.81%-25.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,656 | $4,640-42.8% | $4,048-34.4% | $6,407-58.5% |
| Admin fee / account holder | $2,747 | $10,129-72.9% | $8,703-68.4% | $12,270-77.6% |