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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 | $11,366 | $29,736-61.8% | $56,033-79.7% | $80,935-86.0% |
| Participation rate | 9.8% | 41.7%-31.9pp | 52.5%-42.7pp | 67.7%-57.9pp |
| Annual return | 0.14% | 35.28%-35.1pp | 1711.38%-1711.2pp | 35.66%-35.5pp |
| Employer contribution / active EE | $93 | $671-86.1% | $1,041-91.1% | $2,757-96.6% |
| Participant deferral / active EE | $240 | $1,228-80.4% | $1,954-87.7% | $4,299-94.4% |
| Admin fee / account holder | $38,481 | $2,434+1481.2% | $2,827+1261.2% | $6,924+455.7% |