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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 | $18,116 | $29,736-39.1% | $56,033-67.7% | $80,935-77.6% |
| Participation rate | 10.7% | 41.7%-31.0pp | 52.5%-41.8pp | 67.7%-56.9pp |
| Annual return | 10.58% | 35.28%-24.7pp | 1711.38%-1700.8pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $707 | $1,228-42.5% | $1,954-63.8% | $4,299-83.6% |
| Admin fee / account holder | $3,604 | $2,434+48.1% | $2,827+27.5% | $6,924-48.0% |