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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 | $176,259 | $99,875+76.5% | $146,866+20.0% | $86,983+102.6% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.5%-10.1pp |
| Annual return | 11.71% | 28.10%-16.4pp | 102.85%-91.1pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,721 | $6,322-9.5% | $7,759-26.3% | $4,194+36.4% |
| Admin fee / account holder | $12,723 | $7,838+62.3% | $13,620-6.6% | $7,856+62.0% |