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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 | $89,928 | $110,410-18.6% | $102,437-12.2% | $145,897-38.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 6.23% | 24.85%-18.6pp | 24.95%-18.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,449 | $5,622+32.5% | $5,060+47.2% | $6,689+11.4% |
| Admin fee / account holder | $17,877 | $9,745+83.4% | $8,388+113.1% | $13,390+33.5% |