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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 | $8,576 | $27,800-69.2% | $58,561-85.4% | $71,511-88.0% |
| Participation rate | 12.0% | 34.6%-22.6pp | 50.9%-38.9pp | 67.9%-55.9pp |
| Annual return | 1.29% | 26.80%-25.5pp | 4251.33%-4250.0pp | 28.86%-27.6pp |
| Employer contribution / active EE | $238 | $632-62.4% | $1,053-77.4% | $2,589-90.8% |
| Participant deferral / active EE | $315 | $1,208-73.9% | $1,923-83.6% | $4,291-92.7% |
| Admin fee / account holder | $1,468 | $1,637-10.3% | $2,520-41.8% | $1,588-7.6% |