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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 | $27,853 | $29,736-6.3% | $56,033-50.3% | $80,935-65.6% |
| Participation rate | 9.8% | 41.7%-31.9pp | 52.5%-42.7pp | 67.7%-57.8pp |
| Annual return | 10.21% | 35.28%-25.1pp | 1711.38%-1701.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $297 | $671-55.8% | $1,041-71.5% | $2,757-89.2% |
| Participant deferral / active EE | $412 | $1,228-66.4% | $1,954-78.9% | $4,299-90.4% |
| Admin fee / account holder | $4,421 | $2,434+81.7% | $2,827+56.4% | $6,924-36.2% |