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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 | $7,285 | $29,716-75.5% | $56,077-87.0% | $80,925-91.0% |
| Participation rate | 29.0% | 41.7%-12.7pp | 52.5%-23.5pp | 67.7%-38.6pp |
| Annual return | 8.83% | 35.30%-26.5pp | 1709.28%-1700.5pp | 35.65%-26.8pp |
| Employer contribution / active EE | $230 | $671-65.8% | $1,040-77.9% | $2,756-91.7% |
| Participant deferral / active EE | $497 | $1,228-59.6% | $1,954-74.6% | $4,299-88.4% |
| Admin fee / account holder | $1,692 | $2,432-30.4% | $2,825-40.1% | $6,940-75.6% |