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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 | $19,075 | $29,319-34.9% | $52,425-63.6% | $82,448-76.9% |
| Participation rate | 5.9% | 46.9%-41.0pp | 55.6%-49.7pp | 68.1%-62.2pp |
| Annual return | 13.83% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $365 | $1,171-68.8% | $1,790-79.6% | $4,139-91.2% |
| Admin fee / account holder | $1,071 | $1,962-45.4% | $2,495-57.1% | $7,234-85.2% |