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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 | $21,126 | $39,028-45.9% | $80,741-73.8% | $85,856-75.4% |
| Participation rate | 12.5% | 41.6%-29.1pp | 54.2%-41.7pp | 69.3%-56.8pp |
| Annual return | 10.46% | 26.31%-15.9pp | 87.30%-76.8pp | 318.58%-308.1pp |
| Employer contribution / active EE | $300 | $722-58.5% | $1,160-74.2% | $2,565-88.3% |
| Participant deferral / active EE | $506 | $1,326-61.9% | $2,145-76.4% | $3,952-87.2% |
| Admin fee / account holder | $5,638 | $2,429+132.1% | $3,380+66.8% | $6,261-9.9% |