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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 | $203,352 | $152,592+33.3% | $125,180+62.4% | $152,885+33.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 9.68% | 54.84%-45.2pp | 43.79%-34.1pp | 345.39%-335.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,957 | $5,868-66.7% | $4,937-60.4% | $5,851-66.6% |
| Admin fee / account holder | $2,178 | $13,435-83.8% | $9,703-77.6% | $11,598-81.2% |