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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 | $108,248 | $201,372-46.2% | $184,260-41.3% | $145,884-25.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 9.41% | 29.04%-19.6pp | 28.84%-19.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,741 | $9,808-61.9% | $9,133-59.0% | $6,690-44.1% |
| Admin fee / account holder | $430 | $16,362-97.4% | $13,898-96.9% | $13,392-96.8% |