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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 | $45,328 | $29,736+52.4% | $56,033-19.1% | $80,935-44.0% |
| Participation rate | 14.1% | 41.7%-27.6pp | 52.5%-38.4pp | 67.7%-53.6pp |
| Annual return | 7.86% | 35.28%-27.4pp | 1711.38%-1703.5pp | 35.66%-27.8pp |
| Employer contribution / active EE | $150 | $671-77.6% | $1,041-85.6% | $2,757-94.6% |
| Participant deferral / active EE | $671 | $1,228-45.4% | $1,954-65.6% | $4,299-84.4% |
| Admin fee / account holder | $539 | $2,434-77.8% | $2,827-80.9% | $6,924-92.2% |