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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 | $169,034 | $95,383+77.2% | $185,837-9.0% | $85,856+96.9% |
| Participation rate | 45.6% | 68.8%-23.2pp | 81.7%-36.1pp | 69.3%-23.7pp |
| Annual return | 11.45% | 23.59%-12.1pp | 122.08%-110.6pp | 318.58%-307.1pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,246 | $3,423+24.0% | $5,568-23.8% | $3,952+7.4% |
| Admin fee / account holder | $2,351 | $7,213-67.4% | $16,241-85.5% | $6,261-62.4% |