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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 | $70,119 | $45,126+55.4% | $85,187-17.7% | $74,459-5.8% |
| Participation rate | 15.3% | 49.4%-34.1pp | 67.5%-52.2pp | 67.2%-51.9pp |
| Annual return | 11.09% | 26.30%-15.2pp | 66.67%-55.6pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $388 | $1,460-73.4% | $2,732-85.8% | $2,626-85.2% |
| Participant deferral / active EE | $918 | $2,738-66.5% | $4,525-79.7% | $4,350-78.9% |
| Admin fee / account holder | $8,902 | $2,212+302.5% | $6,162+44.5% | $1,945+357.8% |