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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 | $18,038 | $27,936-35.4% | $58,561-69.2% | $75,173-76.0% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 11.39% | 44.21%-32.8pp | 4251.33%-4239.9pp | 160.72%-149.3pp |
| Employer contribution / active EE | $329 | $670-50.8% | $1,053-68.7% | $2,671-87.7% |
| Participant deferral / active EE | $1,139 | $1,202-5.2% | $1,923-40.8% | $4,126-72.4% |
| Admin fee / account holder | $5,670 | $1,727+228.3% | $2,520+124.9% | $5,651+0.3% |