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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 | $199,109+22.7% | $173,730+40.6% | $154,746+57.9% |
| Participation rate | 31.3% | 82.8%-51.6pp | 79.6%-48.3pp | 80.7%-49.5pp |
| Annual return | 8.05% | 20.02%-12.0pp | 19.96%-11.9pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,811 | $7,113-60.5% | $6,326-55.6% | $6,730-58.2% |
| Admin fee / account holder | $58,285 | $20,916+178.7% | $17,523+232.6% | $14,365+305.7% |