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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 | $28,624-22.4% | $53,647-58.6% | $82,637-73.1% |
| Participation rate | 21.2% | 47.3%-26.1pp | 56.3%-35.1pp | 68.1%-46.9pp |
| Annual return | 13.07% | 664.98%-651.9pp | 358.33%-345.3pp | 53.51%-40.4pp |
| Employer contribution / active EE | $163 | $637-74.4% | $962-83.0% | $2,552-93.6% |
| Participant deferral / active EE | $376 | $1,196-68.6% | $1,813-79.3% | $4,126-90.9% |
| Admin fee / account holder | $4,693 | $2,022+132.1% | $2,460+90.8% | $7,339-36.1% |