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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 | $158,993 | $76,834+106.9% | $108,359+46.7% | $87,485+81.7% |
| Participation rate | 39.6% | 61.7%-22.1pp | 70.1%-30.5pp | 68.9%-29.3pp |
| Annual return | 11.17% | 19.09%-7.9pp | 36.89%-25.7pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,833 | $3,100-40.9% | $4,137-55.7% | $4,274-57.1% |
| Admin fee / account holder | $22,638 | $6,537+246.3% | $9,741+132.4% | $7,775+191.2% |