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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 | $180,716 | $102,609+76.1% | $98,090+84.2% | $138,895+30.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 10.26% | 36.44%-26.2pp | 37.05%-26.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,053 | $8,167+10.8% | $7,845+15.4% | $6,396+41.5% |
| Admin fee / account holder | $8,635 | $11,434-24.5% | $11,815-26.9% | $12,562-31.3% |