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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 | $95,903 | $45,119+112.6% | $85,126+12.7% | $74,429+28.9% |
| Participation rate | 17.7% | 49.4%-31.6pp | 67.5%-49.8pp | 67.2%-49.5pp |
| Annual return | 6.69% | 26.28%-19.6pp | 66.63%-59.9pp | 1368.38%-1361.7pp |
| Employer contribution / active EE | $501 | $1,460-65.7% | $2,731-81.7% | $2,625-80.9% |
| Participant deferral / active EE | $840 | $2,738-69.3% | $4,523-81.4% | $4,348-80.7% |
| Admin fee / account holder | $10,089 | $2,214+355.7% | $6,160+63.8% | $1,944+418.9% |