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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 | $12,264 | $29,319-58.2% | $52,425-76.6% | $82,448-85.1% |
| Participation rate | 14.7% | 46.9%-32.2pp | 55.6%-41.0pp | 68.1%-53.4pp |
| Annual return | 13.99% | 535.20%-521.2pp | 302.12%-288.1pp | 41.64%-27.7pp |
| Employer contribution / active EE | $269 | $586-54.2% | $914-70.6% | $2,551-89.5% |
| Participant deferral / active EE | $671 | $1,171-42.7% | $1,790-62.5% | $4,139-83.8% |
| Admin fee / account holder | $728 | $1,962-62.9% | $2,495-70.8% | $7,234-89.9% |