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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 | $189,934 | $76,407+148.6% | $150,298+26.4% | $82,448+130.4% |
| Participation rate | 7.9% | 66.4%-58.5pp | 77.8%-69.9pp | 68.1%-60.2pp |
| Annual return | 9.01% | 39.99%-31.0pp | 62.79%-53.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,010 | $3,214-68.6% | $5,453-81.5% | $4,139-75.6% |
| Admin fee / account holder | $6,760 | $6,352+6.4% | $14,116-52.1% | $7,234-6.6% |