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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 | $44,984+113.2% | $85,009+12.8% | $74,546+28.6% |
| Participation rate | 17.7% | 49.4%-31.7pp | 67.5%-49.8pp | 67.2%-49.5pp |
| Annual return | 6.69% | 26.25%-19.6pp | 66.47%-59.8pp | 1366.03%-1359.3pp |
| Employer contribution / active EE | $501 | $1,458-65.7% | $2,728-81.6% | $2,624-80.9% |
| Participant deferral / active EE | $840 | $2,733-69.3% | $4,522-81.4% | $4,347-80.7% |
| Admin fee / account holder | $10,089 | $2,208+356.9% | $6,153+64.0% | $1,944+419.1% |