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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 | $45,126+75.5% | $85,187-7.0% | $74,459+6.4% |
| Participation rate | 17.1% | 49.4%-32.2pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 9.09% | 26.30%-17.2pp | 66.67%-57.6pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $453 | $1,460-69.0% | $2,732-83.4% | $2,626-82.8% |
| Participant deferral / active EE | $1,114 | $2,738-59.3% | $4,525-75.4% | $4,350-74.4% |
| Admin fee / account holder | $4,147 | $2,212+87.5% | $6,162-32.7% | $1,945+113.2% |