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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 | $13,363 | $29,733-55.1% | $56,025-76.1% | $80,959-83.5% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.2pp |
| Annual return | 10.59% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $101 | $672-85.0% | $1,042-90.3% | $2,757-96.3% |
| Participant deferral / active EE | $487 | $1,229-60.4% | $1,955-75.1% | $4,300-88.7% |
| Admin fee / account holder | $2,050 | $2,434-15.8% | $2,828-27.5% | $6,925-70.4% |