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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 | $58,368 | $29,525+97.7% | $56,033+4.2% | $77,736-24.9% |
| Participation rate | 11.1% | 32.7%-21.5pp | 52.5%-41.4pp | 70.6%-59.5pp |
| Annual return | 9.82% | 18.90%-9.1pp | 1711.38%-1701.6pp | 31.26%-21.4pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $581 | $1,062-45.3% | $1,954-70.3% | $4,651-87.5% |
| Admin fee / account holder | $1,959 | $1,040+88.3% | $2,827-30.7% | $433+352.0% |