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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 | $22,260 | $29,733-25.1% | $56,025-60.3% | $80,959-72.5% |
| Participation rate | 53.5% | 41.7%+11.8pp | 52.5%+1.0pp | 67.7%-14.2pp |
| Annual return | 10.29% | 35.28%-25.0pp | 1712.69%-1702.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,173 | $672+74.6% | $1,042+12.6% | $2,757-57.4% |
| Participant deferral / active EE | $2,361 | $1,229+92.1% | $1,955+20.8% | $4,300-45.1% |
| Admin fee / account holder | $1,011 | $2,434-58.5% | $2,828-64.3% | $6,925-85.4% |