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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 | $157,494 | $105,284+49.6% | $150,734+4.5% | $94,015+67.5% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 9.37% | 15.67%-6.3pp | 600.81%-591.4pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,026 | $4,274-29.2% | $5,610-46.1% | $4,249-28.8% |
| Admin fee / account holder | $29,109 | $9,839+195.9% | $14,905+95.3% | $8,951+225.2% |