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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 | $77,312 | $29,319+163.7% | $52,425+47.5% | $82,448-6.2% |
| Participation rate | 25.5% | 46.9%-21.3pp | 55.6%-30.1pp | 68.1%-42.5pp |
| Annual return | 12.05% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $101 | $586-82.8% | $914-89.0% | $2,551-96.0% |
| Participant deferral / active EE | $983 | $1,171-16.1% | $1,790-45.1% | $4,139-76.3% |
| Admin fee / account holder | $6,198 | $1,962+215.9% | $2,495+148.4% | $7,234-14.3% |