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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 | $97,824 | $29,319+233.7% | $52,425+86.6% | $82,448+18.7% |
| Participation rate | 29.0% | 46.9%-17.8pp | 55.6%-26.6pp | 68.1%-39.0pp |
| Annual return | 7.56% | 535.20%-527.6pp | 302.12%-294.6pp | 41.64%-34.1pp |
| Employer contribution / active EE | $745 | $586+27.0% | $914-18.6% | $2,551-70.8% |
| Participant deferral / active EE | $2,256 | $1,171+92.6% | $1,790+26.0% | $4,139-45.5% |
| Admin fee / account holder | $59,846 | $1,962+2950.0% | $2,495+2298.7% | $7,234+727.2% |