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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 | $9,872 | $52,380-81.2% | $98,775-90.0% | $85,847-88.5% |
| Participation rate | 14.7% | 58.0%-43.3pp | 65.7%-51.0pp | 69.3%-54.6pp |
| Annual return | 9.72% | 25.82%-16.1pp | 49.92%-40.2pp | 318.61%-308.9pp |
| Employer contribution / active EE | $351 | $1,337-73.7% | $2,067-83.0% | $2,565-86.3% |
| Participant deferral / active EE | $841 | $2,101-60.0% | $3,035-72.3% | $3,952-78.7% |
| Admin fee / account holder | $8,765 | $3,865+126.8% | $4,076+115.0% | $6,261+40.0% |