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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 | $8,288 | $29,051-71.5% | $52,425-84.2% | $67,986-87.8% |
| Participation rate | 7.4% | 30.4%-23.0pp | 55.6%-48.2pp | 57.2%-49.8pp |
| Annual return | 11.13% | 24.00%-12.9pp | 302.12%-291.0pp | 31.67%-20.5pp |
| Employer contribution / active EE | $76 | $412-81.5% | $914-91.7% | $2,019-96.2% |
| Participant deferral / active EE | $260 | $873-70.2% | $1,790-85.5% | $3,358-92.3% |
| Admin fee / account holder | $8,284 | $2,113+292.1% | $2,495+232.0% | $3,203+158.6% |