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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 | $107,814 | $84,236+28.0% | $170,435-36.7% | $70,126+53.7% |
| Participation rate | 50.7% | 70.8%-20.1pp | 83.6%-32.9pp | 69.5%-18.9pp |
| Annual return | 10.30% | 23.06%-12.8pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,481 | $3,086+45.2% | $4,939-9.3% | $3,332+34.5% |
| Admin fee / account holder | $417 | $5,698-92.7% | $13,881-97.0% | $4,645-91.0% |