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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 | $29,716-26.9% | $56,077-61.3% | $80,925-73.2% |
| Participation rate | 18.2% | 41.7%-23.5pp | 52.5%-34.3pp | 67.7%-49.5pp |
| Annual return | 8.00% | 35.30%-27.3pp | 1709.28%-1701.3pp | 35.65%-27.6pp |
| Employer contribution / active EE | $732 | $671+9.1% | $1,040-29.6% | $2,756-73.4% |
| Participant deferral / active EE | $1,226 | $1,228-0.2% | $1,954-37.3% | $4,299-71.5% |
| Admin fee / account holder | $2,368 | $2,432-2.6% | $2,825-16.2% | $6,940-65.9% |