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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 | $132,661 | $48,046+176.1% | $84,610+56.8% | $72,986+81.8% |
| Participation rate | 68.8% | 57.6%+11.2pp | 68.2%+0.5pp | 69.5%-0.7pp |
| Annual return | 1.75% | 37.38%-35.6pp | 258.74%-257.0pp | 81.01%-79.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,511 | $2,680-6.3% | $3,899-35.6% | $3,607-30.4% |
| Admin fee / account holder | $638 | $3,395-81.2% | $4,912-87.0% | $5,124-87.5% |