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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 | $4,889 | $27,924-82.5% | $58,544-91.6% | $75,181-93.5% |
| Participation rate | 66.0% | 38.8%+27.2pp | 50.9%+15.2pp | 67.2%-1.2pp |
| Annual return | 14.06% | 44.20%-30.1pp | 4249.56%-4235.5pp | 160.69%-146.6pp |
| Employer contribution / active EE | $586 | $669-12.4% | $1,053-44.3% | $2,671-78.0% |
| Participant deferral / active EE | $601 | $1,202-50.0% | $1,923-68.8% | $4,126-85.4% |
| Admin fee / account holder | $1,121 | $1,726-35.1% | $2,520-55.5% | $5,650-80.2% |