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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 | $87,890 | $58,408+50.5% | $180,320-51.3% | $69,733+26.0% |
| Participation rate | 37.5% | 54.2%-16.7pp | 71.5%-34.0pp | 62.5%-25.0pp |
| Annual return | 10.99% | 15.02%-4.0pp | 778.54%-767.6pp | 15.22%-4.2pp |
| Employer contribution / active EE | $1,384 | $1,159+19.4% | $4,108-66.3% | $2,250-38.5% |
| Participant deferral / active EE | $2,904 | $2,723+6.7% | $4,304-32.5% | $3,054-4.9% |
| Admin fee / account holder | $2,139 | $4,205-49.1% | $10,000-78.6% | $3,102-31.0% |