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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 | $4,232 | $29,319-85.6% | $52,425-91.9% | $82,448-94.9% |
| Participation rate | 66.7% | 46.9%+19.8pp | 55.6%+11.0pp | 68.1%-1.4pp |
| Annual return | 12.83% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $325 | $586-44.6% | $914-64.5% | $2,551-87.3% |
| Participant deferral / active EE | $626 | $1,171-46.6% | $1,790-65.1% | $4,139-84.9% |
| Admin fee / account holder | $763 | $1,962-61.1% | $2,495-69.4% | $7,234-89.5% |