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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 | $11,946 | $30,423-60.7% | $56,025-78.7% | $74,478-84.0% |
| Participation rate | 11.6% | 32.9%-21.3pp | 52.5%-40.9pp | 67.2%-55.6pp |
| Annual return | 9.86% | 24.97%-15.1pp | 1712.69%-1702.8pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $133 | $610-78.2% | $1,042-87.2% | $2,626-94.9% |
| Participant deferral / active EE | $416 | $1,176-64.6% | $1,955-78.7% | $4,350-90.4% |
| Admin fee / account holder | $430 | $2,363-81.8% | $2,828-84.8% | $1,946-77.9% |