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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 | $13,672 | $31,388-56.4% | $73,545-81.4% | $62,293-78.1% |
| Participation rate | 20.9% | 39.9%-18.9pp | 54.9%-34.0pp | 69.5%-48.6pp |
| Annual return | 11.95% | 25.34%-13.4pp | -15.16%+27.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $568 | $1,028-44.7% | $1,806-68.5% | $3,169-82.1% |
| Admin fee / account holder | $1,430 | $299+377.7% | $2,320-38.3% | $479+198.4% |