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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 | $18,758 | $34,316-45.3% | $74,723-74.9% | $72,976-74.3% |
| Participation rate | 20.0% | 42.4%-22.4pp | 54.5%-34.5pp | 69.5%-49.5pp |
| Annual return | 16.53% | 26.58%-10.0pp | 753.18%-736.6pp | 81.02%-64.5pp |
| Employer contribution / active EE | $181 | $692-73.8% | $1,084-83.3% | $2,440-92.6% |
| Participant deferral / active EE | $424 | $1,272-66.6% | $1,962-78.4% | $3,608-88.2% |
| Admin fee / account holder | $1,646 | $2,125-22.5% | $3,335-50.6% | $5,124-67.9% |