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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 | $115,424 | $106,749+8.1% | $145,433-20.6% | $82,448+40.0% |
| Participation rate | 56.4% | 75.6%-19.2pp | 82.1%-25.7pp | 68.1%-11.7pp |
| Annual return | 10.98% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,739 | $6,519+3.4% | $7,897-14.7% | $4,139+62.8% |
| Admin fee / account holder | $8,946 | $8,390+6.6% | $13,129-31.9% | $7,234+23.7% |