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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 | $176,855 | $201,370-12.2% | $184,256-4.0% | $145,897+21.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 3.18% | 29.05%-25.9pp | 28.85%-25.7pp | 552.29%-549.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,040 | $9,808-38.4% | $9,133-33.9% | $6,689-9.7% |
| Admin fee / account holder | $2,311 | $16,364-85.9% | $13,899-83.4% | $13,390-82.7% |