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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 | $2,670 | $29,319-90.9% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 55.3% | 46.9%+8.4pp | 55.6%-0.4pp | 68.1%-12.8pp |
| Annual return | 12.34% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $195 | $586-66.8% | $914-78.7% | $2,551-92.4% |
| Participant deferral / active EE | $341 | $1,171-70.9% | $1,790-81.0% | $4,139-91.8% |
| Admin fee / account holder | $710 | $1,962-63.8% | $2,495-71.5% | $7,234-90.2% |