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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 | $63,905 | $29,736+114.9% | $56,033+14.0% | $80,935-21.0% |
| Participation rate | 12.8% | 41.7%-28.9pp | 52.5%-39.7pp | 67.7%-54.8pp |
| Annual return | 4.14% | 35.28%-31.1pp | 1711.38%-1707.2pp | 35.66%-31.5pp |
| Employer contribution / active EE | $461 | $671-31.3% | $1,041-55.7% | $2,757-83.3% |
| Participant deferral / active EE | $801 | $1,228-34.8% | $1,954-59.0% | $4,299-81.4% |
| Admin fee / account holder | $3,483 | $2,434+43.1% | $2,827+23.2% | $6,924-49.7% |