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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 | $47,754 | $29,507+61.8% | $56,025-14.8% | $77,762-38.6% |
| Participation rate | 5.2% | 32.7%-27.6pp | 52.5%-47.3pp | 70.6%-65.4pp |
| Annual return | 10.90% | 18.90%-8.0pp | 1712.69%-1701.8pp | 31.27%-20.4pp |
| Employer contribution / active EE | $228 | $570-60.0% | $1,042-78.1% | $2,728-91.7% |
| Participant deferral / active EE | $523 | $1,062-50.7% | $1,955-73.2% | $4,651-88.7% |
| Admin fee / account holder | $5,213 | $1,041+401.0% | $2,828+84.3% | $433+1104.3% |