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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 | $21,715 | $29,733-27.0% | $56,025-61.2% | $80,959-73.2% |
| Participation rate | 18.2% | 41.7%-23.5pp | 52.5%-34.3pp | 67.7%-49.5pp |
| Annual return | 8.00% | 35.28%-27.3pp | 1712.69%-1704.7pp | 35.67%-27.7pp |
| Employer contribution / active EE | $732 | $672+9.0% | $1,042-29.7% | $2,757-73.4% |
| Participant deferral / active EE | $1,226 | $1,229-0.3% | $1,955-37.3% | $4,300-71.5% |
| Admin fee / account holder | $2,368 | $2,434-2.7% | $2,828-16.3% | $6,925-65.8% |