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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 | $111,814+74.7% | $103,378+89.0% | $145,978+33.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.24% | 24.80%-16.6pp | 24.91%-16.7pp | 550.52%-542.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,573 | $5,618+34.8% | $5,058+49.7% | $6,690+13.2% |
| Admin fee / account holder | $5,119 | $9,764-47.6% | $8,401-39.1% | $13,400-61.8% |