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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 | $50,324 | $27,243+84.7% | $52,425-4.0% | $79,634-36.8% |
| Participation rate | 15.5% | 22.4%-6.9pp | 55.6%-40.1pp | 62.5%-47.0pp |
| Annual return | 11.74% | 63.36%-51.6pp | 302.12%-290.4pp | 36.46%-24.7pp |
| Employer contribution / active EE | $143 | $319-55.2% | $914-84.4% | $2,529-94.4% |
| Participant deferral / active EE | $386 | $636-39.2% | $1,790-78.4% | $3,835-89.9% |
| Admin fee / account holder | $5,252 | $2,105+149.5% | $2,495+110.5% | $1,002+424.2% |