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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 | $8,255 | $38,967-78.8% | $86,233-90.4% | $79,634-89.6% |
| Participation rate | 6.9% | 34.1%-27.2pp | 69.0%-62.2pp | 62.5%-55.6pp |
| Annual return | 3.53% | 49.90%-46.4pp | 61.39%-57.9pp | 36.46%-32.9pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $250 | $1,663-85.0% | $4,559-94.5% | $3,835-93.5% |
| Admin fee / account holder | $1,491 | $2,660-43.9% | $8,342-82.1% | $1,002+48.8% |