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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 | $18,875 | $29,507-36.0% | $56,025-66.3% | $77,762-75.7% |
| Participation rate | 16.3% | 32.7%-16.4pp | 52.5%-36.2pp | 70.6%-54.3pp |
| Annual return | 10.26% | 18.90%-8.6pp | 1712.69%-1702.4pp | 31.27%-21.0pp |
| Employer contribution / active EE | $234 | $570-58.9% | $1,042-77.5% | $2,728-91.4% |
| Participant deferral / active EE | $582 | $1,062-45.2% | $1,955-70.2% | $4,651-87.5% |
| Admin fee / account holder | $1,576 | $1,041+51.4% | $2,828-44.3% | $433+264.1% |