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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 | $157,722 | $65,034+142.5% | $90,970+73.4% | $79,856+97.5% |
| Participation rate | 42.5% | 61.6%-19.1pp | 69.0%-26.5pp | 69.6%-27.1pp |
| Annual return | 8.32% | 30.45%-22.1pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,383 | $2,512-5.2% | $3,373-29.4% | $3,741-36.3% |
| Admin fee / account holder | $3,734 | $4,536-17.7% | $5,961-37.4% | $5,306-29.6% |