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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 | $6,781 | $30,421-77.7% | $56,077-87.9% | $74,429-90.9% |
| Participation rate | 24.6% | 32.9%-8.3pp | 52.5%-27.9pp | 67.2%-42.6pp |
| Annual return | 10.39% | 24.94%-14.5pp | 1709.28%-1698.9pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $329 | $610-46.1% | $1,040-68.4% | $2,625-87.5% |
| Participant deferral / active EE | $375 | $1,175-68.1% | $1,954-80.8% | $4,348-91.4% |
| Admin fee / account holder | $594 | $2,363-74.9% | $2,825-79.0% | $1,944-69.5% |