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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 | $145,566 | $57,590+152.8% | $86,233+68.8% | $82,448+76.6% |
| Participation rate | 16.2% | 57.9%-41.6pp | 69.0%-52.8pp | 68.1%-51.9pp |
| Annual return | 11.41% | 22.41%-11.0pp | 61.39%-50.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,868 | $3,080-39.4% | $4,559-59.0% | $4,139-54.9% |
| Admin fee / account holder | $1,943 | $4,730-58.9% | $8,342-76.7% | $7,234-73.1% |