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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 | $20,496 | $27,936-26.6% | $58,561-65.0% | $75,173-72.7% |
| Participation rate | 57.1% | 38.8%+18.3pp | 50.9%+6.3pp | 67.2%-10.1pp |
| Annual return | 14.56% | 44.21%-29.7pp | 4251.33%-4236.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $131 | $670-80.5% | $1,053-87.6% | $2,671-95.1% |
| Participant deferral / active EE | $821 | $1,202-31.7% | $1,923-57.3% | $4,126-80.1% |
| Admin fee / account holder | $709 | $1,727-58.9% | $2,520-71.9% | $5,651-87.4% |