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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 | $81,335 | $79,045+2.9% | $100,378-19.0% | $74,429+9.3% |
| Participation rate | 44.2% | 79.4%-35.3pp | 81.5%-37.3pp | 67.2%-23.0pp |
| Annual return | 12.88% | 20.61%-7.7pp | 49.41%-36.5pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,685 | $3,015-44.1% | $3,942-57.2% | $2,625-35.8% |
| Participant deferral / active EE | $3,869 | $7,751-50.1% | $8,087-52.2% | $4,348-11.0% |
| Admin fee / account holder | $18,420 | $1,335+1279.9% | $7,899+133.2% | $1,944+847.4% |