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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 | $83,563 | $29,051+187.6% | $52,425+59.4% | $67,986+22.9% |
| Participation rate | 16.5% | 30.4%-13.9pp | 55.6%-39.1pp | 57.2%-40.7pp |
| Annual return | 13.70% | 24.00%-10.3pp | 302.12%-288.4pp | 31.67%-18.0pp |
| Employer contribution / active EE | $363 | $412-11.7% | $914-60.2% | $2,019-82.0% |
| Participant deferral / active EE | $446 | $873-48.9% | $1,790-75.1% | $3,358-86.7% |
| Admin fee / account holder | $6,056 | $2,113+186.7% | $2,495+142.7% | $3,203+89.1% |