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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 | $43,653 | $58,311-25.1% | $81,882-46.7% | $80,959-46.1% |
| Participation rate | 17.9% | 63.5%-45.6pp | 72.4%-54.5pp | 67.7%-49.8pp |
| Annual return | 7.43% | 41.85%-34.4pp | 779.47%-772.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $605 | $2,347-74.2% | $2,916-79.3% | $2,757-78.1% |
| Participant deferral / active EE | $1,375 | $3,287-58.2% | $4,323-68.2% | $4,300-68.0% |
| Admin fee / account holder | $10,122 | $4,752+113.0% | $7,360+37.5% | $6,925+46.2% |