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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 | $74,890 | $28,624+161.6% | $53,647+39.6% | $82,637-9.4% |
| Participation rate | 35.8% | 47.3%-11.5pp | 56.3%-20.5pp | 68.1%-32.3pp |
| Annual return | 11.95% | 664.98%-653.0pp | 358.33%-346.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $676 | $637+6.1% | $962-29.8% | $2,552-73.5% |
| Participant deferral / active EE | $2,006 | $1,196+67.7% | $1,813+10.6% | $4,126-51.4% |
| Admin fee / account holder | $17,680 | $2,022+774.5% | $2,460+618.7% | $7,339+140.9% |