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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 | $150,498 | $117,846+27.7% | $102,434+46.9% | $145,884+3.2% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 4.65% | 31.90%-27.2pp | 29.46%-24.8pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,932 | $5,733-14.0% | $5,055-2.4% | $6,690-26.3% |
| Admin fee / account holder | $370 | $13,356-97.2% | $9,462-96.1% | $13,392-97.2% |