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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 | $85,002 | $29,667+186.5% | $56,441+50.6% | $80,874+5.1% |
| Participation rate | 40.5% | 41.7%-1.2pp | 52.5%-12.0pp | 67.6%-27.2pp |
| Annual return | 7.44% | 35.22%-27.8pp | 1704.21%-1696.8pp | 35.62%-28.2pp |
| Employer contribution / active EE | $631 | $669-5.8% | $1,039-39.3% | $2,756-77.1% |
| Participant deferral / active EE | $1,764 | $1,227+43.8% | $1,953-9.7% | $4,297-59.0% |
| Admin fee / account holder | $1,191 | $2,429-51.0% | $2,829-57.9% | $6,935-82.8% |