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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 | $110,763 | $78,670+40.8% | $109,173+1.5% | $85,847+29.0% |
| Participation rate | 20.5% | 68.3%-47.7pp | 75.9%-55.3pp | 69.3%-48.8pp |
| Annual return | 7.03% | 25.09%-18.1pp | 25.75%-18.7pp | 318.61%-311.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,021 | $3,467-41.7% | $4,654-56.6% | $3,952-48.9% |
| Admin fee / account holder | $1,205 | $5,469-78.0% | $6,755-82.2% | $6,261-80.8% |