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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 | $12,467 | $27,943-55.4% | $58,507-78.7% | $75,177-83.4% |
| Participation rate | 36.1% | 38.8%-2.8pp | 50.9%-14.8pp | 67.2%-31.1pp |
| Annual return | 6.94% | 44.22%-37.3pp | 4252.32%-4245.4pp | 160.75%-153.8pp |
| Employer contribution / active EE | $552 | $670-17.6% | $1,053-47.6% | $2,671-79.4% |
| Participant deferral / active EE | $1,566 | $1,202+30.3% | $1,922-18.5% | $4,126-62.1% |
| Admin fee / account holder | $3,481 | $1,727+101.6% | $2,486+40.0% | $5,651-38.4% |