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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 | $89,528 | $51,606+73.5% | $129,339-30.8% | $80,911+10.7% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 7.21% | 20.76%-13.6pp | 9437.05%-9429.8pp | 35.63%-28.4pp |
| Employer contribution / active EE | $580 | $1,582-63.3% | $4,154-86.0% | $2,756-78.9% |
| Participant deferral / active EE | $1,906 | $2,669-28.6% | $4,170-54.3% | $4,297-55.6% |
| Admin fee / account holder | $36,451 | $4,310+745.7% | $7,668+375.4% | $6,935+425.6% |