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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 | $12,842 | $29,525-56.5% | $56,033-77.1% | $77,736-83.5% |
| Participation rate | 13.9% | 32.7%-18.8pp | 52.5%-38.6pp | 70.6%-56.7pp |
| Annual return | 10.51% | 18.90%-8.4pp | 1711.38%-1700.9pp | 31.26%-20.8pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $443 | $1,062-58.3% | $1,954-77.3% | $4,651-90.5% |
| Admin fee / account holder | $1,857 | $1,040+78.5% | $2,827-34.3% | $433+328.5% |