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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 | $41,737 | $55,472-24.8% | $155,567-73.2% | $74,546-44.0% |
| Participation rate | 16.1% | 61.9%-45.8pp | 78.2%-62.1pp | 67.2%-51.1pp |
| Annual return | 7.40% | 268.72%-261.3pp | 64.74%-57.3pp | 1366.03%-1358.6pp |
| Employer contribution / active EE | $363 | $2,269-84.0% | $4,674-92.2% | $2,624-86.2% |
| Participant deferral / active EE | $992 | $2,838-65.0% | $5,628-82.4% | $4,347-77.2% |
| Admin fee / account holder | $3,708 | $1,743+112.8% | $15,916-76.7% | $1,944+90.8% |