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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 | $204,447 | $87,733+133.0% | $106,554+91.9% | $85,851+138.1% |
| Participation rate | 50.0% | 71.9%-21.9pp | 76.1%-26.1pp | 69.3%-19.3pp |
| Annual return | 9.96% | 21.86%-11.9pp | 26.80%-16.8pp | 318.63%-308.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,742 | $3,469-49.8% | $4,398-60.4% | $3,952-55.9% |
| Admin fee / account holder | $12,177 | $6,767+79.9% | $7,408+64.4% | $6,261+94.5% |