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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 | $21,494 | $30,421-29.3% | $56,077-61.7% | $74,429-71.1% |
| Participation rate | 11.3% | 32.9%-21.6pp | 52.5%-41.2pp | 67.2%-55.9pp |
| Annual return | 10.27% | 24.94%-14.7pp | 1709.28%-1699.0pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $849 | $1,175-27.7% | $1,954-56.5% | $4,348-80.5% |
| Admin fee / account holder | $2,115 | $2,363-10.5% | $2,825-25.1% | $1,944+8.8% |