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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 | $77,430 | $55,713+39.0% | $75,901+2.0% | $72,975+6.1% |
| Participation rate | 30.2% | 61.1%-30.9pp | 69.3%-39.0pp | 69.5%-39.3pp |
| Annual return | 7.74% | 27.60%-19.9pp | 30.76%-23.0pp | 81.01%-73.3pp |
| Employer contribution / active EE | $892 | $1,687-47.1% | $2,501-64.3% | $2,440-63.4% |
| Participant deferral / active EE | $1,583 | $2,634-39.9% | $3,603-56.1% | $3,608-56.1% |
| Admin fee / account holder | $14,296 | $3,980+259.2% | $5,420+163.8% | $5,124+179.0% |