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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 | $25,486 | $27,936-8.8% | $58,561-56.5% | $75,173-66.1% |
| Participation rate | 7.7% | 38.8%-31.2pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 14.86% | 44.21%-29.4pp | 4251.33%-4236.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $262 | $670-60.9% | $1,053-75.1% | $2,671-90.2% |
| Participant deferral / active EE | $522 | $1,202-56.6% | $1,923-72.8% | $4,126-87.3% |
| Admin fee / account holder | $3,521 | $1,727+103.9% | $2,520+39.7% | $5,651-37.7% |