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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 | $141,251 | $102,422+37.9% | $147,117-4.0% | $80,959+74.5% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 11.24% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,946 | $6,652-55.7% | $8,065-63.5% | $4,300-31.5% |
| Admin fee / account holder | $4,144 | $7,953-47.9% | $12,993-68.1% | $6,925-40.2% |