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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 | $20,220 | $29,736-32.0% | $56,033-63.9% | $80,935-75.0% |
| Participation rate | 15.4% | 41.7%-26.3pp | 52.5%-37.1pp | 67.7%-52.3pp |
| Annual return | 10.28% | 35.28%-25.0pp | 1711.38%-1701.1pp | 35.66%-25.4pp |
| Employer contribution / active EE | $203 | $671-69.7% | $1,041-80.5% | $2,757-92.6% |
| Participant deferral / active EE | $339 | $1,228-72.4% | $1,954-82.6% | $4,299-92.1% |
| Admin fee / account holder | $5,698 | $2,434+134.1% | $2,827+101.6% | $6,924-17.7% |