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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 | $87,103 | $124,425-30.0% | $112,040-22.3% | $137,256-36.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 8.98% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,617 | $5,718+50.7% | $5,098+69.0% | $6,407+34.5% |
| Admin fee / account holder | $1,492 | $15,207-90.2% | $12,098-87.7% | $12,270-87.8% |