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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 | $204,941 | $199,109+2.9% | $173,730+18.0% | $154,746+32.4% |
| Participation rate | 29.4% | 82.8%-53.4pp | 79.6%-50.2pp | 80.7%-51.3pp |
| Annual return | 7.52% | 20.02%-12.5pp | 19.96%-12.4pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,688 | $7,113-62.2% | $6,326-57.5% | $6,730-60.1% |
| Admin fee / account holder | $8,440 | $20,916-59.6% | $17,523-51.8% | $14,365-41.2% |