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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 | $114,022 | $54,690+108.5% | $76,030+50.0% | $74,478+53.1% |
| Participation rate | 26.5% | 60.3%-33.8pp | 69.1%-42.6pp | 67.2%-40.7pp |
| Annual return | 8.96% | 31.92%-23.0pp | 361.54%-352.6pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $859 | $1,781-51.8% | $2,688-68.1% | $2,626-67.3% |
| Participant deferral / active EE | $2,325 | $3,070-24.3% | $4,257-45.4% | $4,350-46.6% |
| Admin fee / account holder | $19,093 | $2,240+752.5% | $6,421+197.4% | $1,946+881.3% |