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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 | $22,332 | $29,051-23.1% | $52,425-57.4% | $67,986-67.2% |
| Participation rate | 5.4% | 30.4%-25.0pp | 55.6%-50.2pp | 57.2%-51.8pp |
| Annual return | 6.20% | 24.00%-17.8pp | 302.12%-295.9pp | 31.67%-25.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $369 | $873-57.7% | $1,790-79.4% | $3,358-89.0% |
| Admin fee / account holder | $1,848 | $2,113-12.5% | $2,495-25.9% | $3,203-42.3% |