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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 | $81,393 | $65,395+24.5% | $182,540-55.4% | $72,975+11.5% |
| Participation rate | 36.2% | 65.4%-29.3pp | 78.0%-41.8pp | 69.5%-33.3pp |
| Annual return | 17.82% | 27.68%-9.9pp | 148.58%-130.8pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,774 | $3,563-50.2% | $5,525-67.9% | $3,608-50.8% |
| Admin fee / account holder | $7,247 | $4,245+70.7% | $8,593-15.7% | $5,124+41.4% |