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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 | $28,167+78.7% | $73,658-31.7% | $64,728-22.3% |
| Participation rate | 15.5% | 21.1%-5.6pp | 57.0%-41.6pp | 57.9%-42.4pp |
| Annual return | 11.74% | 139.75%-128.0pp | 29.72%-18.0pp | 49.38%-37.6pp |
| Employer contribution / active EE | $143 | $373-61.7% | $1,032-86.2% | $2,243-93.6% |
| Participant deferral / active EE | $386 | $597-35.3% | $2,062-81.3% | $2,729-85.8% |
| Admin fee / account holder | $5,252 | $1,791+193.2% | $3,357+56.5% | $1,145+358.6% |