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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 | $17,516 | $29,319-40.3% | $52,425-66.6% | $82,448-78.8% |
| Participation rate | 35.2% | 46.9%-11.7pp | 55.6%-20.4pp | 68.1%-32.9pp |
| Annual return | 10.84% | 535.20%-524.4pp | 302.12%-291.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $332 | $586-43.4% | $914-63.7% | $2,551-87.0% |
| Participant deferral / active EE | $478 | $1,171-59.2% | $1,790-73.3% | $4,139-88.5% |
| Admin fee / account holder | $484 | $1,962-75.3% | $2,495-80.6% | $7,234-93.3% |