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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 | $13,725 | $100,279-86.3% | $81,353-83.1% | $145,884-90.6% |
| Participation rate | 18.8% | 74.3%-55.5pp | 69.5%-50.8pp | 80.3%-61.6pp |
| Annual return | 0.74% | 34.49%-33.7pp | 24.82%-24.1pp | 551.85%-551.1pp |
| Employer contribution / active EE | $644 | $2,979-78.4% | $2,464-73.9% | $4,662-86.2% |
| Participant deferral / active EE | $899 | $4,611-80.5% | $3,885-76.8% | $6,690-86.6% |
| Admin fee / account holder | $768 | $8,206-90.6% | $5,766-86.7% | $13,392-94.3% |