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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 | $58,015 | $30,423+90.7% | $56,025+3.6% | $74,478-22.1% |
| Participation rate | 16.2% | 32.9%-16.6pp | 52.5%-36.3pp | 67.2%-51.0pp |
| Annual return | 8.18% | 24.97%-16.8pp | 1712.69%-1704.5pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $124 | $610-79.7% | $1,042-88.1% | $2,626-95.3% |
| Participant deferral / active EE | $548 | $1,176-53.4% | $1,955-71.9% | $4,350-87.4% |
| Admin fee / account holder | $5,152 | $2,363+118.0% | $2,828+82.2% | $1,946+164.8% |