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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 | $25,375 | $29,667-14.5% | $56,441-55.0% | $80,874-68.6% |
| Participation rate | 53.3% | 41.7%+11.7pp | 52.5%+0.8pp | 67.6%-14.3pp |
| Annual return | 8.08% | 35.22%-27.1pp | 1704.21%-1696.1pp | 35.62%-27.5pp |
| Employer contribution / active EE | $104 | $669-84.4% | $1,039-90.0% | $2,756-96.2% |
| Participant deferral / active EE | $752 | $1,227-38.7% | $1,953-61.5% | $4,297-82.5% |
| Admin fee / account holder | $1,423 | $2,429-41.4% | $2,829-49.7% | $6,935-79.5% |