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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 | $114,712+51.5% | $173,7300% | $87,485+98.6% |
| Participation rate | 55.9% | 73.0%-17.1pp | 79.6%-23.7pp | 68.9%-13.0pp |
| Annual return | 11.67% | 20.18%-8.5pp | 19.96%-8.3pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,969 | $4,642-36.0% | $6,326-53.1% | $4,274-30.5% |
| Admin fee / account holder | $23,186 | $10,210+127.1% | $17,523+32.3% | $7,775+198.2% |