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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 | $14,033 | $29,733-52.8% | $56,025-75.0% | $80,959-82.7% |
| Participation rate | 37.1% | 41.7%-4.6pp | 52.5%-15.4pp | 67.7%-30.5pp |
| Annual return | 0.92% | 35.28%-34.4pp | 1712.69%-1711.8pp | 35.67%-34.8pp |
| Employer contribution / active EE | $352 | $672-47.6% | $1,042-66.2% | $2,757-87.2% |
| Participant deferral / active EE | $524 | $1,229-57.4% | $1,955-73.2% | $4,300-87.8% |
| Admin fee / account holder | $1,517 | $2,434-37.7% | $2,828-46.4% | $6,925-78.1% |