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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 | $79,203 | $45,119+75.5% | $85,126-7.0% | $74,429+6.4% |
| Participation rate | 17.1% | 49.4%-32.2pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 9.09% | 26.28%-17.2pp | 66.63%-57.5pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $453 | $1,460-69.0% | $2,731-83.4% | $2,625-82.8% |
| Participant deferral / active EE | $1,114 | $2,738-59.3% | $4,523-75.4% | $4,348-74.4% |
| Admin fee / account holder | $4,147 | $2,214+87.3% | $6,160-32.7% | $1,944+113.3% |