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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 | $17,942 | $27,936-35.8% | $58,561-69.4% | $75,173-76.1% |
| Participation rate | 20.8% | 38.8%-18.0pp | 50.9%-30.0pp | 67.2%-46.4pp |
| Annual return | 11.38% | 44.21%-32.8pp | 4251.33%-4239.9pp | 160.72%-149.3pp |
| Employer contribution / active EE | $744 | $670+11.1% | $1,053-29.4% | $2,671-72.2% |
| Participant deferral / active EE | $920 | $1,202-23.4% | $1,923-52.1% | $4,126-77.7% |
| Admin fee / account holder | $1,454 | $1,727-15.8% | $2,520-42.3% | $5,651-74.3% |