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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 | $14,453 | $22,602-36.1% | $65,566-78.0% | $75,173-80.8% |
| Participation rate | 33.3% | 63.1%-29.7pp | 64.9%-31.6pp | 67.2%-33.9pp |
| Annual return | 9.19% | 71.13%-61.9pp | 47.40%-38.2pp | 160.72%-151.5pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,734 | $1,695+2.3% | $2,832-38.8% | $4,126-58.0% |
| Admin fee / account holder | $686 | $1,877-63.5% | $4,114-83.3% | $5,651-87.9% |