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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 | $26,294 | $29,667-11.4% | $56,441-53.4% | $80,874-67.5% |
| Participation rate | 13.6% | 41.7%-28.1pp | 52.5%-38.9pp | 67.6%-54.1pp |
| Annual return | 5.94% | 35.22%-29.3pp | 1704.21%-1698.3pp | 35.62%-29.7pp |
| Employer contribution / active EE | $230 | $669-65.6% | $1,039-77.9% | $2,756-91.7% |
| Participant deferral / active EE | $556 | $1,227-54.7% | $1,953-71.5% | $4,297-87.1% |
| Admin fee / account holder | $1,210 | $2,429-50.2% | $2,829-57.2% | $6,935-82.6% |