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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 | $84,226 | $31,105+170.8% | $53,647+57.0% | $64,097+31.4% |
| Participation rate | 10.4% | 30.7%-20.3pp | 56.3%-45.9pp | 55.2%-44.8pp |
| Annual return | 12.13% | 22.54%-10.4pp | 358.33%-346.2pp | 34.64%-22.5pp |
| Employer contribution / active EE | $424 | $441-3.8% | $962-55.9% | $1,891-77.6% |
| Participant deferral / active EE | $450 | $896-49.8% | $1,813-75.2% | $3,080-85.4% |
| Admin fee / account holder | $513 | $2,195-76.6% | $2,460-79.2% | $3,454-85.2% |