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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 | $60,671 | $26,114+132.3% | $58,544+3.6% | $74,440-18.5% |
| Participation rate | 7.1% | 32.1%-25.0pp | 50.9%-43.7pp | 70.7%-63.6pp |
| Annual return | 12.29% | 32.51%-20.2pp | 4249.56%-4237.3pp | 34.37%-22.1pp |
| Employer contribution / active EE | $190 | $536-64.4% | $1,053-81.9% | $2,638-92.8% |
| Participant deferral / active EE | $413 | $1,075-61.6% | $1,923-78.5% | $4,529-90.9% |
| Admin fee / account holder | $1,938 | $649+198.5% | $2,520-23.1% | $348+457.1% |