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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 | $17,116 | $22,602-24.3% | $65,566-73.9% | $75,173-77.2% |
| Participation rate | 57.1% | 63.1%-5.9pp | 64.9%-7.8pp | 67.2%-10.1pp |
| Annual return | 14.76% | 71.13%-56.4pp | 47.40%-32.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,384 | $1,695-18.3% | $2,832-51.1% | $4,126-66.5% |
| Admin fee / account holder | $595 | $1,877-68.3% | $4,114-85.5% | $5,651-89.5% |