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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 | $29,569-36.2% | $56,077-66.3% | $77,714-75.7% |
| Participation rate | 16.3% | 32.6%-16.3pp | 52.5%-36.2pp | 70.6%-54.3pp |
| Annual return | 10.26% | 18.90%-8.6pp | 1709.28%-1699.0pp | 31.26%-21.0pp |
| Employer contribution / active EE | $234 | $569-58.8% | $1,040-77.5% | $2,727-91.4% |
| Participant deferral / active EE | $582 | $1,061-45.1% | $1,954-70.2% | $4,649-87.5% |
| Admin fee / account holder | $1,576 | $1,042+51.2% | $2,825-44.2% | $433+263.8% |