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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 | $50,554+113.7% | $67,681+59.6% | $87,485+23.5% |
| Participation rate | 14.8% | 67.7%-52.9pp | 73.7%-58.9pp | 68.9%-54.1pp |
| Annual return | 9.21% | 17.81%-8.6pp | 590.58%-581.4pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,080 | $2,961-63.5% | $3,976-72.8% | $4,274-74.7% |
| Admin fee / account holder | $3,293 | $4,132-20.3% | $6,100-46.0% | $7,775-57.6% |