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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 | $88,187 | $98,760-10.7% | $149,715-41.1% | $79,858+10.4% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.5%-48.0pp | 69.6%-35.2pp |
| Annual return | 9.00% | 27.43%-18.4pp | 276.66%-267.7pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,905 | $5,681-13.7% | $6,842-28.3% | $3,740+31.2% |
| Admin fee / account holder | $14,436 | $6,053+138.5% | $9,310+55.1% | $5,306+172.1% |