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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 | $21,755 | $30,423-28.5% | $56,025-61.2% | $74,478-70.8% |
| Participation rate | 6.3% | 32.9%-26.6pp | 52.5%-46.2pp | 67.2%-60.9pp |
| Annual return | 7.00% | 24.97%-18.0pp | 1712.69%-1705.7pp | 1370.56%-1363.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $436 | $1,176-62.9% | $1,955-77.7% | $4,350-90.0% |
| Admin fee / account holder | $2,335 | $2,363-1.2% | $2,828-17.4% | $1,946+20.0% |