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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 | $20,628 | $29,736-30.6% | $56,033-63.2% | $80,935-74.5% |
| Participation rate | 14.5% | 41.7%-27.2pp | 52.5%-38.0pp | 67.7%-53.2pp |
| Annual return | 8.30% | 35.28%-27.0pp | 1711.38%-1703.1pp | 35.66%-27.4pp |
| Employer contribution / active EE | $220 | $671-67.3% | $1,041-78.9% | $2,757-92.0% |
| Participant deferral / active EE | $400 | $1,228-67.4% | $1,954-79.5% | $4,299-90.7% |
| Admin fee / account holder | $941 | $2,434-61.3% | $2,827-66.7% | $6,924-86.4% |