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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 | $162,714 | $106,524+52.7% | $152,301+6.8% | $87,485+86.0% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.4%-45.8pp | 68.9%-32.3pp |
| Annual return | 8.33% | 26.89%-18.6pp | 80.50%-72.2pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,086 | $6,525+23.9% | $8,004+1.0% | $4,274+89.2% |
| Admin fee / account holder | $3,919 | $8,287-52.7% | $14,398-72.8% | $7,775-49.6% |