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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 | $28,624-90.7% | $53,647-95.0% | $82,637-96.8% |
| Participation rate | 55.3% | 47.3%+8.0pp | 56.3%-1.0pp | 68.1%-12.8pp |
| Annual return | 12.34% | 664.98%-652.6pp | 358.33%-346.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $195 | $637-69.4% | $962-79.8% | $2,552-92.4% |
| Participant deferral / active EE | $341 | $1,196-71.5% | $1,813-81.2% | $4,126-91.7% |
| Admin fee / account holder | $710 | $2,022-64.9% | $2,460-71.1% | $7,339-90.3% |