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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 | $29,716-59.8% | $56,077-78.7% | $80,925-85.3% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 4.25% | 35.30%-31.0pp | 1709.28%-1705.0pp | 35.65%-31.4pp |
| Employer contribution / active EE | $131 | $671-80.4% | $1,040-87.4% | $2,756-95.2% |
| Participant deferral / active EE | $1,815 | $1,228+47.8% | $1,954-7.1% | $4,299-57.8% |
| Admin fee / account holder | $1,254 | $2,432-48.4% | $2,825-55.6% | $6,940-81.9% |