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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 | $132,377 | $76,407+73.3% | $150,298-11.9% | $82,448+60.6% |
| Participation rate | 14.9% | 66.4%-51.5pp | 77.8%-62.9pp | 68.1%-53.2pp |
| Annual return | 12.92% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,336 | $3,214-58.4% | $5,453-75.5% | $4,139-67.7% |
| Admin fee / account holder | $3,110 | $6,352-51.0% | $14,116-78.0% | $7,234-57.0% |