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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 | $178,174+15.0% | $156,181+31.2% | $137,256+49.3% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.8%-49.4pp | 80.0%-50.5pp |
| Annual return | 7.52% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,688 | $6,888-61.0% | $6,132-56.2% | $6,407-58.1% |
| Admin fee / account holder | $8,440 | $17,404-51.5% | $14,586-42.1% | $12,270-31.2% |