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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 | $31,105-28.2% | $53,647-58.4% | $64,097-65.2% |
| Participation rate | 5.4% | 30.7%-25.3pp | 56.3%-50.9pp | 55.2%-49.8pp |
| Annual return | 6.20% | 22.54%-16.3pp | 358.33%-352.1pp | 34.64%-28.4pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $369 | $896-58.8% | $1,813-79.7% | $3,080-88.0% |
| Admin fee / account holder | $1,848 | $2,195-15.8% | $2,460-24.9% | $3,454-46.5% |