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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 | $51,333 | $49,976+2.7% | $66,674-23.0% | $82,637-37.9% |
| Participation rate | 24.2% | 63.1%-38.9pp | 73.7%-49.5pp | 68.1%-43.9pp |
| Annual return | 7.72% | 39.09%-31.4pp | 321.24%-313.5pp | 53.51%-45.8pp |
| Employer contribution / active EE | $488 | $1,988-75.5% | $2,620-81.4% | $2,552-80.9% |
| Participant deferral / active EE | $767 | $2,847-73.1% | $4,084-81.2% | $4,126-81.4% |
| Admin fee / account holder | $10,260 | $4,594+123.4% | $5,098+101.3% | $7,339+39.8% |