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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 | $11,649 | $29,736-60.8% | $56,033-79.2% | $80,935-85.6% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.7%-42.0pp |
| Annual return | 8.72% | 35.28%-26.6pp | 1711.38%-1702.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $513 | $671-23.6% | $1,041-50.7% | $2,757-81.4% |
| Participant deferral / active EE | $967 | $1,228-21.3% | $1,954-50.5% | $4,299-77.5% |
| Admin fee / account holder | $1,590 | $2,434-34.7% | $2,827-43.8% | $6,924-77.0% |