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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 | $244,318 | $178,174+37.1% | $156,181+56.4% | $137,256+78.0% |
| Participation rate | 31.3% | 82.0%-50.8pp | 78.8%-47.6pp | 80.0%-48.7pp |
| Annual return | 8.05% | 84.19%-76.1pp | 64.87%-56.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,811 | $6,888-59.2% | $6,132-54.2% | $6,407-56.1% |
| Admin fee / account holder | $58,285 | $17,404+234.9% | $14,586+299.6% | $12,270+375.0% |