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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 | $136,295 | $106,280+28.2% | $96,538+41.2% | $139,487-2.3% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 10.48% | 38.48%-28.0pp | 35.74%-25.3pp | 373.84%-363.4pp |
| Employer contribution / active EE | $1,520 | $4,107-63.0% | $3,740-59.4% | $4,755-68.0% |
| Participant deferral / active EE | $3,900 | $5,457-28.5% | $4,880-20.1% | $6,713-41.9% |
| Admin fee / account holder | $76,724 | $7,888+872.7% | $6,737+1038.8% | $11,407+572.6% |