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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 | $11,933 | $29,667-59.8% | $56,441-78.9% | $80,874-85.2% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 4.25% | 35.22%-31.0pp | 1704.21%-1700.0pp | 35.62%-31.4pp |
| Employer contribution / active EE | $131 | $669-80.4% | $1,039-87.4% | $2,756-95.2% |
| Participant deferral / active EE | $1,815 | $1,227+48.0% | $1,953-7.0% | $4,297-57.8% |
| Admin fee / account holder | $1,254 | $2,429-48.4% | $2,829-55.7% | $6,935-81.9% |