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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 | $6,666 | $29,736-77.6% | $56,033-88.1% | $80,935-91.8% |
| Participation rate | 56.0% | 41.7%+14.3pp | 52.5%+3.5pp | 67.7%-11.7pp |
| Annual return | 2.56% | 35.28%-32.7pp | 1711.38%-1708.8pp | 35.66%-33.1pp |
| Employer contribution / active EE | $371 | $671-44.8% | $1,041-64.4% | $2,757-86.6% |
| Participant deferral / active EE | $825 | $1,228-32.9% | $1,954-57.8% | $4,299-80.8% |
| Admin fee / account holder | $2,283 | $2,434-6.2% | $2,827-19.2% | $6,924-67.0% |