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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 | $58,721 | $29,736+97.5% | $56,033+4.8% | $80,935-27.4% |
| Participation rate | 5.8% | 41.7%-35.9pp | 52.5%-46.7pp | 67.7%-61.9pp |
| Annual return | 10.43% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.2pp |
| Employer contribution / active EE | $257 | $671-61.8% | $1,041-75.3% | $2,757-90.7% |
| Participant deferral / active EE | $819 | $1,228-33.4% | $1,954-58.1% | $4,299-81.0% |
| Admin fee / account holder | $1,091 | $2,434-55.2% | $2,827-61.4% | $6,924-84.2% |