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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 | $60,928 | $29,319+107.8% | $52,425+16.2% | $82,448-26.1% |
| Participation rate | 25.0% | 46.9%-21.9pp | 55.6%-30.6pp | 68.1%-43.1pp |
| Annual return | 10.18% | 535.20%-525.0pp | 302.12%-291.9pp | 41.64%-31.5pp |
| Employer contribution / active EE | $248 | $586-57.7% | $914-72.9% | $2,551-90.3% |
| Participant deferral / active EE | $1,298 | $1,171+10.8% | $1,790-27.5% | $4,139-68.6% |
| Admin fee / account holder | $845 | $1,962-56.9% | $2,495-66.1% | $7,234-88.3% |