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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 | $47,563 | $29,319+62.2% | $52,425-9.3% | $82,448-42.3% |
| Participation rate | 19.0% | 46.9%-27.8pp | 55.6%-36.6pp | 68.1%-49.0pp |
| Annual return | 9.32% | 535.20%-525.9pp | 302.12%-292.8pp | 41.64%-32.3pp |
| Employer contribution / active EE | $421 | $586-28.3% | $914-54.0% | $2,551-83.5% |
| Participant deferral / active EE | $1,055 | $1,171-9.9% | $1,790-41.0% | $4,139-74.5% |
| Admin fee / account holder | $8,875 | $1,962+352.3% | $2,495+255.7% | $7,234+22.7% |