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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 | $68,865 | $27,936+146.5% | $58,561+17.6% | $75,173-8.4% |
| Participation rate | 33.0% | 38.8%-5.9pp | 50.9%-17.9pp | 67.2%-34.2pp |
| Annual return | 14.01% | 44.21%-30.2pp | 4251.33%-4237.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $195 | $670-70.8% | $1,053-81.5% | $2,671-92.7% |
| Participant deferral / active EE | $1,951 | $1,202+62.4% | $1,923+1.5% | $4,126-52.7% |
| Admin fee / account holder | $1,133 | $1,727-34.4% | $2,520-55.1% | $5,651-80.0% |