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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 | $180,177 | $69,444+159.5% | $92,985+93.8% | $87,485+106.0% |
| Participation rate | 37.0% | 63.3%-26.2pp | 69.5%-32.5pp | 68.9%-31.9pp |
| Annual return | 12.00% | 23.85%-11.8pp | 27.99%-16.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,376 | $3,364-29.4% | $4,377-45.7% | $4,274-44.4% |
| Admin fee / account holder | $54,440 | $6,137+787.0% | $9,463+475.3% | $7,775+600.2% |