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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 | $106,524+65.5% | $152,301+15.7% | $87,485+101.5% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.4%-23.0pp | 68.9%-9.5pp |
| Annual return | 11.71% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,721 | $6,525-12.3% | $8,004-28.5% | $4,274+33.9% |
| Admin fee / account holder | $12,723 | $8,287+53.5% | $14,398-11.6% | $7,775+63.6% |