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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 | $4,868 | $29,319-83.4% | $52,425-90.7% | $82,448-94.1% |
| Participation rate | 26.3% | 46.9%-20.5pp | 55.6%-29.3pp | 68.1%-41.8pp |
| Annual return | 14.16% | 535.20%-521.0pp | 302.12%-288.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $265 | $586-54.8% | $914-71.0% | $2,551-89.6% |
| Participant deferral / active EE | $296 | $1,171-74.7% | $1,790-83.5% | $4,139-92.8% |
| Admin fee / account holder | $322 | $1,962-83.6% | $2,495-87.1% | $7,234-95.5% |