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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 | $140,656 | $106,864+31.6% | $147,318-4.5% | $82,637+70.2% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.1%-16.5pp | 68.1%-2.5pp |
| Annual return | 13.24% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,288 | $6,496-3.2% | $7,906-20.5% | $4,126+52.4% |
| Admin fee / account holder | $4,736 | $8,415-43.7% | $13,708-65.5% | $7,339-35.5% |