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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 | $149,746 | $136,860+9.4% | $120,344+24.4% | $154,746-3.2% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 7.04% | 21.38%-14.3pp | 20.30%-13.3pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,866 | $5,793+1.2% | $5,135+14.2% | $6,730-12.8% |
| Admin fee / account holder | $4,338 | $15,393-71.8% | $12,742-66.0% | $14,365-69.8% |