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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 | $22,214 | $29,319-24.2% | $52,425-57.6% | $82,448-73.1% |
| Participation rate | 21.2% | 46.9%-25.7pp | 55.6%-34.5pp | 68.1%-46.9pp |
| Annual return | 13.07% | 535.20%-522.1pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $163 | $586-72.2% | $914-82.1% | $2,551-93.6% |
| Participant deferral / active EE | $376 | $1,171-67.9% | $1,790-79.0% | $4,139-90.9% |
| Admin fee / account holder | $4,693 | $1,962+139.2% | $2,495+88.1% | $7,234-35.1% |