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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 | $192,432 | $106,267+81.1% | $96,520+99.4% | $139,456+38.0% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 8.07% | 38.45%-30.4pp | 35.72%-27.6pp | 373.45%-365.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,906 | $5,454-46.7% | $4,879-40.4% | $6,711-56.7% |
| Admin fee / account holder | $96,499 | $7,882+1124.2% | $6,733+1333.2% | $11,407+746.0% |