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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 | $146,525 | $105,198+39.3% | $159,455-8.1% | $85,856+70.7% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.8%-34.7pp | 69.3%-21.2pp |
| Annual return | 12.02% | 45.08%-33.1pp | 263.63%-251.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,881 | $5,946+49.4% | $7,353+20.8% | $3,952+124.7% |
| Admin fee / account holder | $460 | $6,934-93.4% | $10,800-95.7% | $6,261-92.7% |