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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 | $10,122 | $29,319-65.5% | $52,425-80.7% | $82,448-87.7% |
| Participation rate | 64.3% | 46.9%+17.4pp | 55.6%+8.7pp | 68.1%-3.8pp |
| Annual return | 14.27% | 535.20%-520.9pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $581 | $586-0.9% | $914-36.4% | $2,551-77.2% |
| Participant deferral / active EE | $916 | $1,171-21.8% | $1,790-48.8% | $4,139-77.9% |
| Admin fee / account holder | $936 | $1,962-52.3% | $2,495-62.5% | $7,234-87.1% |