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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 | $44,093 | $29,319+50.4% | $52,425-15.9% | $82,448-46.5% |
| Participation rate | 7.7% | 46.9%-39.2pp | 55.6%-47.9pp | 68.1%-60.4pp |
| Annual return | 14.20% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $249 | $586-57.5% | $914-72.7% | $2,551-90.2% |
| Participant deferral / active EE | $359 | $1,171-69.3% | $1,790-79.9% | $4,139-91.3% |
| Admin fee / account holder | $2,712 | $1,962+38.2% | $2,495+8.7% | $7,234-62.5% |