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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 | $16,192 | $27,936-42.0% | $58,561-72.4% | $75,173-78.5% |
| Participation rate | 19.7% | 38.8%-19.2pp | 50.9%-31.2pp | 67.2%-47.5pp |
| Annual return | 14.47% | 44.21%-29.7pp | 4251.33%-4236.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $171 | $670-74.5% | $1,053-83.8% | $2,671-93.6% |
| Participant deferral / active EE | $392 | $1,202-67.4% | $1,923-79.6% | $4,126-90.5% |
| Admin fee / account holder | $1,567 | $1,727-9.3% | $2,520-37.8% | $5,651-72.3% |