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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 | $44,068 | $26,137+68.6% | $58,561-24.7% | $74,460-40.8% |
| Participation rate | 11.1% | 32.2%-21.1pp | 50.9%-39.8pp | 70.7%-59.7pp |
| Annual return | 11.32% | 32.53%-21.2pp | 4251.33%-4240.0pp | 34.38%-23.1pp |
| Employer contribution / active EE | $233 | $537-56.6% | $1,053-77.9% | $2,638-91.2% |
| Participant deferral / active EE | $373 | $1,076-65.3% | $1,923-80.6% | $4,530-91.8% |
| Admin fee / account holder | $1,488 | $648+129.6% | $2,520-41.0% | $348+327.8% |