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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 | $77,854 | $29,670+162.4% | $56,054+38.9% | $80,911-3.8% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 9.89% | 35.24%-25.3pp | 1705.95%-1696.1pp | 35.63%-25.7pp |
| Employer contribution / active EE | $425 | $670-36.5% | $1,039-59.1% | $2,756-84.6% |
| Participant deferral / active EE | $4,556 | $1,227+271.4% | $1,952+133.4% | $4,297+6.0% |
| Admin fee / account holder | $359 | $2,431-85.2% | $2,822-87.3% | $6,935-94.8% |