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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 | $125,209 | $65,034+92.5% | $90,970+37.6% | $79,856+56.8% |
| Participation rate | 52.3% | 61.6%-9.3pp | 69.0%-16.7pp | 69.6%-17.3pp |
| Annual return | 5.31% | 30.45%-25.1pp | 134.60%-129.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,211 | $2,512+27.8% | $3,373-4.8% | $3,741-14.2% |
| Admin fee / account holder | $1,798 | $4,536-60.4% | $5,961-69.8% | $5,306-66.1% |