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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 | $44,984+76.1% | $85,009-6.8% | $74,546+6.2% |
| Participation rate | 17.1% | 49.4%-32.2pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 9.09% | 26.25%-17.2pp | 66.47%-57.4pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $453 | $1,458-69.0% | $2,728-83.4% | $2,624-82.8% |
| Participant deferral / active EE | $1,114 | $2,733-59.2% | $4,522-75.4% | $4,347-74.4% |
| Admin fee / account holder | $4,147 | $2,208+87.8% | $6,153-32.6% | $1,944+113.4% |