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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 | $173,763 | $110,137+57.8% | $161,149+7.8% | $82,637+110.3% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.8%-23.0pp | 68.1%-12.2pp |
| Annual return | 11.67% | 20.69%-9.0pp | 21.16%-9.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,969 | $4,575-35.1% | $6,153-51.8% | $4,126-28.1% |
| Admin fee / account holder | $23,186 | $9,467+144.9% | $15,194+52.6% | $7,339+215.9% |