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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 | $74,046 | $73,459+0.8% | $178,528-58.5% | $74,429-0.5% |
| Participation rate | 23.8% | 66.5%-42.7pp | 77.1%-53.3pp | 67.2%-43.4pp |
| Annual return | 11.42% | 17.50%-6.1pp | 27.11%-15.7pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $748 | $2,219-66.3% | $3,950-81.1% | $2,625-71.5% |
| Participant deferral / active EE | $1,934 | $4,515-57.2% | $6,278-69.2% | $4,348-55.5% |
| Admin fee / account holder | $8,631 | $1,812+376.3% | $10,419-17.2% | $1,944+343.9% |