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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 | $120,585 | $114,119+5.7% | $107,187+12.5% | $138,895-13.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 9.93% | 273.21%-263.3pp | 204.55%-194.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,433 | $5,538-1.9% | $5,096+6.6% | $6,396-15.1% |
| Admin fee / account holder | $7,926 | $10,024-20.9% | $9,162-13.5% | $12,562-36.9% |