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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 | $14,995 | $29,670-49.5% | $56,054-73.2% | $80,911-81.5% |
| Participation rate | 51.4% | 41.7%+9.8pp | 52.5%-1.1pp | 67.6%-16.2pp |
| Annual return | 9.72% | 35.24%-25.5pp | 1705.95%-1696.2pp | 35.63%-25.9pp |
| Employer contribution / active EE | $286 | $670-57.3% | $1,039-72.5% | $2,756-89.6% |
| Participant deferral / active EE | $1,103 | $1,227-10.1% | $1,952-43.5% | $4,297-74.3% |
| Admin fee / account holder | $1,327 | $2,431-45.4% | $2,822-53.0% | $6,935-80.9% |