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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 | $29,569+61.5% | $56,077-14.8% | $77,714-38.6% |
| Participation rate | 5.2% | 32.6%-27.5pp | 52.5%-47.3pp | 70.6%-65.4pp |
| Annual return | 10.90% | 18.90%-8.0pp | 1709.28%-1698.4pp | 31.26%-20.4pp |
| Employer contribution / active EE | $228 | $569-60.0% | $1,040-78.1% | $2,727-91.7% |
| Participant deferral / active EE | $523 | $1,061-50.7% | $1,954-73.2% | $4,649-88.7% |
| Admin fee / account holder | $5,213 | $1,042+400.2% | $2,825+84.5% | $433+1103.3% |