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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 | $5,158 | $27,924-81.5% | $58,544-91.2% | $75,181-93.1% |
| Participation rate | 64.6% | 38.8%+25.8pp | 50.9%+13.8pp | 67.2%-2.6pp |
| Annual return | 14.29% | 44.20%-29.9pp | 4249.56%-4235.3pp | 160.69%-146.4pp |
| Employer contribution / active EE | $229 | $669-65.8% | $1,053-78.3% | $2,671-91.4% |
| Participant deferral / active EE | $995 | $1,202-17.2% | $1,923-48.2% | $4,126-75.9% |
| Admin fee / account holder | $1,783 | $1,726+3.3% | $2,520-29.3% | $5,650-68.4% |