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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 | $11,248 | $30,421-63.0% | $56,077-79.9% | $74,429-84.9% |
| Participation rate | 29.2% | 32.9%-3.6pp | 52.5%-23.3pp | 67.2%-38.0pp |
| Annual return | 8.94% | 24.94%-16.0pp | 1709.28%-1700.3pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $240 | $610-60.6% | $1,040-76.9% | $2,625-90.8% |
| Participant deferral / active EE | $832 | $1,175-29.2% | $1,954-57.4% | $4,348-80.9% |
| Admin fee / account holder | $7,718 | $2,363+226.6% | $2,825+173.2% | $1,944+296.9% |