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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 | $31,407 | $65,960-52.4% | $81,882-61.6% | $77,762-59.6% |
| Participation rate | 25.5% | 65.8%-40.3pp | 72.4%-46.9pp | 70.6%-45.1pp |
| Annual return | 10.07% | 26.64%-16.6pp | 779.47%-769.4pp | 31.27%-21.2pp |
| Employer contribution / active EE | $612 | $2,375-74.2% | $2,916-79.0% | $2,728-77.6% |
| Participant deferral / active EE | $1,027 | $3,505-70.7% | $4,323-76.3% | $4,651-77.9% |
| Admin fee / account holder | $4,231 | $526+703.7% | $7,360-42.5% | $433+877.4% |