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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 | $54,339 | $45,626+19.1% | $94,105-42.3% | $64,097-15.2% |
| Participation rate | 21.0% | 48.0%-27.0pp | 71.9%-51.0pp | 55.2%-34.2pp |
| Annual return | 10.80% | 28.23%-17.4pp | 204.55%-193.8pp | 34.64%-23.8pp |
| Employer contribution / active EE | $612 | $1,171-47.7% | $2,504-75.5% | $1,891-67.6% |
| Participant deferral / active EE | $1,290 | $2,128-39.4% | $3,881-66.8% | $3,080-58.1% |
| Admin fee / account holder | $18,284 | $2,872+536.5% | $6,199+194.9% | $3,454+429.3% |