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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 | $13,389 | $27,943-52.1% | $58,507-77.1% | $75,177-82.2% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.5pp | 67.2%-44.8pp |
| Annual return | 13.76% | 44.22%-30.5pp | 4252.32%-4238.6pp | 160.75%-147.0pp |
| Employer contribution / active EE | $463 | $670-30.9% | $1,053-56.1% | $2,671-82.7% |
| Participant deferral / active EE | $812 | $1,202-32.4% | $1,922-57.8% | $4,126-80.3% |
| Admin fee / account holder | $1,657 | $1,727-4.1% | $2,486-33.4% | $5,651-70.7% |