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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 | $155,802 | $78,520+98.4% | $96,576+61.3% | $82,448+89.0% |
| Participation rate | 61.4% | 77.7%-16.4pp | 81.4%-20.1pp | 68.1%-6.7pp |
| Annual return | 13.74% | 41.30%-27.6pp | 38.47%-24.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,860 | $6,754+134.8% | $7,956+99.3% | $4,139+283.2% |
| Admin fee / account holder | $22,512 | $13,455+67.3% | $11,381+97.8% | $7,234+211.2% |