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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 | $82,850 | $98,760-16.1% | $149,715-44.7% | $79,858+3.7% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.5%-13.0pp | 69.6%-0.2pp |
| Annual return | 11.73% | 27.43%-15.7pp | 276.66%-264.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,504 | $5,681+14.5% | $6,842-4.9% | $3,740+73.9% |
| Admin fee / account holder | $8,824 | $6,053+45.8% | $9,310-5.2% | $5,306+66.3% |