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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 | $162,260 | $91,559+77.2% | $133,971+21.1% | $79,852+103.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 9.31% | 61.85%-52.5pp | 45.09%-35.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,251 | $3,734+40.6% | $5,047+4.0% | $3,740+40.4% |
| Admin fee / account holder | $347 | $6,321-94.5% | $8,929-96.1% | $5,306-93.5% |