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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 | $108,037 | $51,184+111.1% | $66,439+62.6% | $86,983+24.2% |
| Participation rate | 14.8% | 68.5%-53.7pp | 74.5%-59.7pp | 69.5%-54.7pp |
| Annual return | 9.21% | 17.07%-7.9pp | 757.66%-748.5pp | 25.83%-16.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,080 | $2,927-63.1% | $3,876-72.1% | $4,194-74.2% |
| Admin fee / account holder | $3,293 | $4,154-20.7% | $6,173-46.7% | $7,856-58.1% |