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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 | $79,169+2.7% | $100,415-19.0% | $74,478+9.2% |
| Participation rate | 44.2% | 79.4%-35.2pp | 81.5%-37.4pp | 67.2%-23.1pp |
| Annual return | 12.88% | 20.51%-7.6pp | 49.47%-36.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,685 | $3,017-44.1% | $3,943-57.3% | $2,626-35.8% |
| Participant deferral / active EE | $3,869 | $7,751-50.1% | $8,091-52.2% | $4,350-11.1% |
| Admin fee / account holder | $18,420 | $1,337+1277.4% | $7,906+133.0% | $1,946+846.7% |