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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 | $17,188 | $29,670-42.1% | $56,054-69.3% | $80,911-78.8% |
| Participation rate | 69.2% | 41.7%+27.6pp | 52.5%+16.7pp | 67.6%+1.6pp |
| Annual return | 8.88% | 35.24%-26.4pp | 1705.95%-1697.1pp | 35.63%-26.7pp |
| Employer contribution / active EE | $2,998 | $670+347.6% | $1,039+188.5% | $2,756+8.8% |
| Participant deferral / active EE | $1,412 | $1,227+15.1% | $1,952-27.7% | $4,297-67.1% |
| Admin fee / account holder | $3,327 | $2,431+36.9% | $2,822+17.9% | $6,935-52.0% |