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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 | $77,515 | $30,423+154.8% | $56,025+38.4% | $74,478+4.1% |
| Participation rate | 7.1% | 32.9%-25.8pp | 52.5%-45.4pp | 67.2%-60.1pp |
| Annual return | 7.94% | 24.97%-17.0pp | 1712.69%-1704.7pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $203 | $610-66.7% | $1,042-80.5% | $2,626-92.3% |
| Participant deferral / active EE | $575 | $1,176-51.1% | $1,955-70.6% | $4,350-86.8% |
| Admin fee / account holder | $2,343 | $2,363-0.9% | $2,828-17.2% | $1,946+20.4% |