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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 | $29,343 | $27,876+5.3% | $83,854-65.0% | $65,191-55.0% |
| Participation rate | 2.5% | 23.2%-20.7pp | 59.1%-56.6pp | 63.0%-60.5pp |
| Annual return | 1.48% | 305.90%-304.4pp | 31.39%-29.9pp | 51.24%-49.8pp |
| Employer contribution / active EE | $63 | $472-86.7% | $1,017-93.8% | $2,400-97.4% |
| Participant deferral / active EE | $183 | $580-68.5% | $2,035-91.0% | $2,671-93.2% |
| Admin fee / account holder | $5,104 | $1,497+241.0% | $3,197+59.7% | $907+462.8% |