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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 | $76,065 | $29,670+156.4% | $56,054+35.7% | $80,911-6.0% |
| Participation rate | 25.8% | 41.7%-15.9pp | 52.5%-26.7pp | 67.6%-41.8pp |
| Annual return | 9.57% | 35.24%-25.7pp | 1705.95%-1696.4pp | 35.63%-26.1pp |
| Employer contribution / active EE | $556 | $670-17.0% | $1,039-46.5% | $2,756-79.8% |
| Participant deferral / active EE | $1,883 | $1,227+53.5% | $1,952-3.5% | $4,297-56.2% |
| Admin fee / account holder | $2,273 | $2,431-6.5% | $2,822-19.5% | $6,935-67.2% |