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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 | $103,315 | $81,276+27.1% | $155,574-33.6% | $80,925+27.7% |
| Participation rate | 19.5% | 66.2%-46.7pp | 78.2%-58.7pp | 67.7%-48.1pp |
| Annual return | 7.28% | 33.36%-26.1pp | 64.87%-57.6pp | 35.65%-28.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,124 | $3,453-67.5% | $5,629-80.0% | $4,299-73.9% |
| Admin fee / account holder | $41,358 | $7,993+417.4% | $15,914+159.9% | $6,940+495.9% |