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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 | $104,191 | $80,332+29.7% | $107,187-2.8% | $64,097+62.6% |
| Participation rate | 21.5% | 54.4%-32.9pp | 75.0%-53.5pp | 55.2%-33.7pp |
| Annual return | 11.15% | 24.26%-13.1pp | 204.55%-193.4pp | 34.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,611 | $3,109-48.2% | $5,096-68.4% | $3,080-47.7% |
| Admin fee / account holder | $21,569 | $4,314+399.9% | $9,162+135.4% | $3,454+524.4% |