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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 | $23,926 | $24,891-3.9% | $69,623-65.6% | $74,459-67.9% |
| Participation rate | 45.7% | 63.4%-17.7pp | 66.4%-20.7pp | 67.2%-21.5pp |
| Annual return | 10.10% | 18.53%-8.4pp | 101.23%-91.1pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $421 | $1,005-58.1% | $1,709-75.4% | $2,626-84.0% |
| Participant deferral / active EE | $1,329 | $1,908-30.3% | $2,890-54.0% | $4,350-69.4% |
| Admin fee / account holder | $836 | $1,904-56.1% | $4,696-82.2% | $1,945-57.0% |