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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 | $109,475 | $77,901+40.5% | $149,717-26.9% | $75,181+45.6% |
| Participation rate | 34.6% | 65.6%-31.0pp | 78.8%-44.2pp | 67.2%-32.6pp |
| Annual return | 8.43% | 31.73%-23.3pp | 134.41%-126.0pp | 160.69%-152.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,435 | $3,411-57.9% | $5,682-74.7% | $4,126-65.2% |
| Admin fee / account holder | $28,067 | $5,949+371.8% | $13,213+112.4% | $5,650+396.8% |