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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 | $88,627 | $101,063-12.3% | $81,473+8.8% | $147,586-39.9% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 6.29% | 32.41%-26.1pp | 38.78%-32.5pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,078 | $3,206-66.4% | $2,568-58.0% | $4,876-77.9% |
| Participant deferral / active EE | $1,348 | $4,242-68.2% | $3,537-61.9% | $5,439-75.2% |
| Admin fee / account holder | $845 | $5,812-85.5% | $4,561-81.5% | $10,886-92.2% |