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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 | $85,152 | $91,037-6.5% | $71,671+18.8% | $147,586-42.3% |
| Participation rate | 52.4% | 76.1%-23.7pp | 68.7%-16.4pp | 82.8%-30.4pp |
| Annual return | 7.14% | 20.48%-13.3pp | 20.65%-13.5pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,999 | $4,498-11.1% | $3,438+16.3% | $5,439-26.5% |
| Admin fee / account holder | $26,093 | $8,613+203.0% | $5,558+369.4% | $10,886+139.7% |