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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 | $140,059 | $49,891+180.7% | $80,607+73.8% | $75,181+86.3% |
| Participation rate | 54.3% | 55.3%-1.0pp | 67.0%-12.7pp | 67.2%-12.9pp |
| Annual return | 11.55% | 34.67%-23.1pp | 936.11%-924.6pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,510 | $2,991-16.1% | $4,448-43.6% | $4,126-39.2% |
| Admin fee / account holder | $716 | $3,578-80.0% | $5,379-86.7% | $5,650-87.3% |