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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 | $45,681 | $29,319+55.8% | $52,425-12.9% | $82,448-44.6% |
| Participation rate | 10.8% | 46.9%-36.1pp | 55.6%-44.9pp | 68.1%-57.3pp |
| Annual return | 13.39% | 535.20%-521.8pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $123 | $586-79.0% | $914-86.5% | $2,551-95.2% |
| Participant deferral / active EE | $470 | $1,171-59.9% | $1,790-73.8% | $4,139-88.6% |
| Admin fee / account holder | $2,438 | $1,962+24.2% | $2,495-2.3% | $7,234-66.3% |