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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 | $51,311 | $29,319+75.0% | $52,425-2.1% | $82,448-37.8% |
| Participation rate | 12.3% | 46.9%-34.5pp | 55.6%-43.3pp | 68.1%-55.8pp |
| Annual return | 13.06% | 535.20%-522.1pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $235 | $586-60.0% | $914-74.3% | $2,551-90.8% |
| Participant deferral / active EE | $696 | $1,171-40.6% | $1,790-61.2% | $4,139-83.2% |
| Admin fee / account holder | $2,556 | $1,962+30.3% | $2,495+2.4% | $7,234-64.7% |