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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 | $19,805 | $29,319-32.4% | $52,425-62.2% | $82,448-76.0% |
| Participation rate | 18.6% | 46.9%-28.3pp | 55.6%-37.0pp | 68.1%-49.5pp |
| Annual return | 12.86% | 535.20%-522.3pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $456 | $586-22.2% | $914-50.1% | $2,551-82.1% |
| Participant deferral / active EE | $600 | $1,171-48.8% | $1,790-66.5% | $4,139-85.5% |
| Admin fee / account holder | $1,222 | $1,962-37.7% | $2,495-51.0% | $7,234-83.1% |