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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 | $72,364 | $29,733+143.4% | $56,025+29.2% | $80,959-10.6% |
| Participation rate | 29.5% | 41.7%-12.2pp | 52.5%-23.0pp | 67.7%-38.1pp |
| Annual return | 7.43% | 35.28%-27.9pp | 1712.69%-1705.3pp | 35.67%-28.2pp |
| Employer contribution / active EE | $564 | $672-16.1% | $1,042-45.9% | $2,757-79.6% |
| Participant deferral / active EE | $1,515 | $1,229+23.2% | $1,955-22.5% | $4,300-64.8% |
| Admin fee / account holder | $30,823 | $2,434+1166.6% | $2,828+989.8% | $6,925+345.1% |