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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 | $13,953 | $169,356-91.8% | $129,406-89.2% | $145,897-90.4% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 0.29% | 14418.62%-14418.3pp | 9468.18%-9467.9pp | 552.29%-552.0pp |
| Employer contribution / active EE | $1,262 | $5,542-77.2% | $4,155-69.6% | $4,663-72.9% |
| Participant deferral / active EE | $1,389 | $4,987-72.1% | $4,167-66.7% | $6,689-79.2% |
| Admin fee / account holder | $702 | $9,915-92.9% | $7,689-90.9% | $13,390-94.8% |