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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 | $136,625 | $78,013+75.1% | $178,449-23.4% | $80,911+68.9% |
| Participation rate | 36.6% | 65.7%-29.1pp | 77.1%-40.5pp | 67.6%-31.1pp |
| Annual return | 9.97% | 18.07%-8.1pp | 27.09%-17.1pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,489 | $4,408-20.8% | $6,277-44.4% | $4,297-18.8% |
| Admin fee / account holder | $15,616 | $7,166+117.9% | $10,362+50.7% | $6,935+125.2% |