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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 | $14,457 | $29,733-51.4% | $56,025-74.2% | $80,959-82.1% |
| Participation rate | 51.9% | 41.7%+10.1pp | 52.5%-0.7pp | 67.7%-15.8pp |
| Annual return | 10.15% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $637 | $672-5.2% | $1,042-38.8% | $2,757-76.9% |
| Participant deferral / active EE | $1,551 | $1,229+26.2% | $1,955-20.6% | $4,300-63.9% |
| Admin fee / account holder | $3,101 | $2,434+27.4% | $2,828+9.6% | $6,925-55.2% |