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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 | $187,139 | $91,559+104.4% | $133,978+39.7% | $79,856+134.3% |
| Participation rate | 42.1% | 73.3%-31.2pp | 79.8%-37.7pp | 69.6%-27.5pp |
| Annual return | 6.59% | 61.85%-55.3pp | 45.10%-38.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,181 | $3,734-41.6% | $5,047-56.8% | $3,741-41.7% |
| Admin fee / account holder | $9,494 | $6,321+50.2% | $8,930+6.3% | $5,306+78.9% |