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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 | $24,523 | $27,243-10.0% | $52,425-53.2% | $79,634-69.2% |
| Participation rate | 6.6% | 22.4%-15.8pp | 55.6%-49.0pp | 62.5%-55.9pp |
| Annual return | 7.05% | 63.36%-56.3pp | 302.12%-295.1pp | 36.46%-29.4pp |
| Employer contribution / active EE | $280 | $319-12.4% | $914-69.4% | $2,529-88.9% |
| Participant deferral / active EE | $506 | $636-20.4% | $1,790-71.7% | $3,835-86.8% |
| Admin fee / account holder | $1,390 | $2,105-34.0% | $2,495-44.3% | $1,002+38.7% |