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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 | $14,376 | $24,891-42.2% | $69,632-79.4% | $74,478-80.7% |
| Participation rate | 27.5% | 63.4%-36.0pp | 66.4%-39.0pp | 67.2%-39.8pp |
| Annual return | 8.69% | 18.53%-9.8pp | 101.32%-92.6pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,708-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,255 | $1,908-34.2% | $2,889-56.6% | $4,350-71.2% |
| Admin fee / account holder | $1,897 | $1,904-0.4% | $4,695-59.6% | $1,946-2.5% |