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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 | $15,884 | $80,812-80.3% | $160,784-90.1% | $82,448-80.7% |
| Participation rate | 53.1% | 66.2%-13.2pp | 77.0%-23.9pp | 68.1%-15.0pp |
| Annual return | 10.58% | 100.59%-90.0pp | 1803.92%-1793.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $840 | $2,174-61.4% | $3,733-77.5% | $2,551-67.1% |
| Participant deferral / active EE | $2,134 | $4,335-50.8% | $6,293-66.1% | $4,139-48.4% |
| Admin fee / account holder | $1,877 | $7,695-75.6% | $9,717-80.7% | $7,234-74.1% |