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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 | $12,620 | $28,624-55.9% | $53,647-76.5% | $82,637-84.7% |
| Participation rate | 12.3% | 47.3%-35.0pp | 56.3%-44.0pp | 68.1%-55.7pp |
| Annual return | 3.71% | 664.98%-661.3pp | 358.33%-354.6pp | 53.51%-49.8pp |
| Employer contribution / active EE | $427 | $637-33.0% | $962-55.7% | $2,552-83.3% |
| Participant deferral / active EE | $632 | $1,196-47.2% | $1,813-65.2% | $4,126-84.7% |
| Admin fee / account holder | $639 | $2,022-68.4% | $2,460-74.0% | $7,339-91.3% |