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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 | $80,338 | $80,748-0.5% | $102,383-21.5% | $74,429+7.9% |
| Participation rate | 25.9% | 65.7%-39.8pp | 74.5%-48.6pp | 67.2%-41.3pp |
| Annual return | 10.19% | 27.57%-17.4pp | 24.94%-14.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $807 | $3,159-74.5% | $3,870-79.2% | $2,625-69.3% |
| Participant deferral / active EE | $1,850 | $3,861-52.1% | $5,060-63.4% | $4,348-57.5% |
| Admin fee / account holder | $14,655 | $2,371+518.1% | $8,391+74.6% | $1,944+653.7% |