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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 | $3,472 | $27,943-87.6% | $58,507-94.1% | $75,177-95.4% |
| Participation rate | 29.7% | 38.8%-9.1pp | 50.9%-21.1pp | 67.2%-37.5pp |
| Annual return | 14.65% | 44.22%-29.6pp | 4252.32%-4237.7pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $882 | $1,202-26.6% | $1,922-54.1% | $4,126-78.6% |
| Admin fee / account holder | $304 | $1,727-82.4% | $2,486-87.8% | $5,651-94.6% |