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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 | $37,687 | $29,525+27.6% | $56,033-32.7% | $77,736-51.5% |
| Participation rate | 10.8% | 32.7%-21.9pp | 52.5%-41.7pp | 70.6%-59.8pp |
| Annual return | 8.75% | 18.90%-10.1pp | 1711.38%-1702.6pp | 31.26%-22.5pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $528 | $1,062-50.2% | $1,954-73.0% | $4,651-88.6% |
| Admin fee / account holder | $1,461 | $1,040+40.5% | $2,827-48.3% | $433+237.1% |