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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 | $19,676 | $57,305-65.7% | $86,640-77.3% | $75,173-73.8% |
| Participation rate | 51.7% | 63.2%-11.5pp | 71.7%-20.0pp | 67.2%-15.5pp |
| Annual return | 3.75% | 2674.24%-2670.5pp | 592.52%-588.8pp | 160.72%-157.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,900 | $3,320-42.8% | $4,438-57.2% | $4,126-53.9% |
| Admin fee / account holder | $684 | $4,116-83.4% | $5,616-87.8% | $5,651-87.9% |