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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 | $9,180 | $27,943-67.1% | $58,507-84.3% | $75,177-87.8% |
| Participation rate | 23.6% | 38.8%-15.2pp | 50.9%-27.3pp | 67.2%-43.6pp |
| Annual return | 12.67% | 44.22%-31.5pp | 4252.32%-4239.6pp | 160.75%-148.1pp |
| Employer contribution / active EE | $212 | $670-68.4% | $1,053-79.9% | $2,671-92.1% |
| Participant deferral / active EE | $387 | $1,202-67.8% | $1,922-79.9% | $4,126-90.6% |
| Admin fee / account holder | $2,267 | $1,727+31.3% | $2,486-8.8% | $5,651-59.9% |