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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 | $29,736+161.8% | $56,033+38.9% | $80,935-3.8% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 9.89% | 35.28%-25.4pp | 1711.38%-1701.5pp | 35.66%-25.8pp |
| Employer contribution / active EE | $425 | $671-36.7% | $1,041-59.2% | $2,757-84.6% |
| Participant deferral / active EE | $4,556 | $1,228+270.9% | $1,954+133.2% | $4,299+6.0% |
| Admin fee / account holder | $359 | $2,434-85.3% | $2,827-87.3% | $6,924-94.8% |