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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 | $218,369 | $199,109+9.7% | $173,730+25.7% | $154,746+41.1% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.6%-25.0pp | 80.7%-26.2pp |
| Annual return | 6.64% | 20.02%-13.4pp | 19.96%-13.3pp | 172.34%-165.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,253 | $7,113-26.1% | $6,326-17.0% | $6,730-21.9% |
| Admin fee / account holder | $259,529 | $20,916+1140.8% | $17,523+1381.0% | $14,365+1706.6% |