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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 | $28,495 | $30,437-6.4% | $56,033-49.1% | $74,459-61.7% |
| Participation rate | 7.6% | 32.9%-25.3pp | 52.5%-44.9pp | 67.2%-59.7pp |
| Annual return | 7.43% | 24.96%-17.5pp | 1711.38%-1703.9pp | 1369.70%-1362.3pp |
| Employer contribution / active EE | $325 | $610-46.8% | $1,041-68.8% | $2,626-87.6% |
| Participant deferral / active EE | $392 | $1,176-66.7% | $1,954-79.9% | $4,350-91.0% |
| Admin fee / account holder | $456 | $2,363-80.7% | $2,827-83.9% | $1,945-76.5% |