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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 | $195,342 | $110,337+77.0% | $102,383+90.8% | $145,877+33.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.24% | 24.83%-16.6pp | 24.94%-16.7pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,573 | $5,621+34.7% | $5,060+49.7% | $6,691+13.2% |
| Admin fee / account holder | $5,119 | $9,750-47.5% | $8,391-39.0% | $13,402-61.8% |