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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 | $9,728 | $58,275-83.3% | $81,844-88.1% | $80,935-88.0% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.4%-20.5pp | 67.7%-15.8pp |
| Annual return | 6.30% | 41.82%-35.5pp | 778.87%-772.6pp | 35.66%-29.4pp |
| Employer contribution / active EE | $587 | $2,346-75.0% | $2,916-79.9% | $2,757-78.7% |
| Participant deferral / active EE | $1,497 | $3,285-54.4% | $4,323-65.4% | $4,299-65.2% |
| Admin fee / account holder | $380 | $4,749-92.0% | $7,355-94.8% | $6,924-94.5% |