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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 | $191,564 | $154,228+24.2% | $145,433+31.7% | $137,256+39.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 10.30% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,053 | $8,216-62.8% | $7,897-61.3% | $6,407-52.3% |
| Admin fee / account holder | $13,600 | $14,344-5.2% | $13,129+3.6% | $12,270+10.8% |