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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 | $26,607 | $29,736-10.5% | $56,033-52.5% | $80,935-67.1% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 10.25% | 35.28%-25.0pp | 1711.38%-1701.1pp | 35.66%-25.4pp |
| Employer contribution / active EE | $464 | $671-30.9% | $1,041-55.4% | $2,757-83.2% |
| Participant deferral / active EE | $859 | $1,228-30.1% | $1,954-56.1% | $4,299-80.0% |
| Admin fee / account holder | $1,622 | $2,434-33.4% | $2,827-42.6% | $6,924-76.6% |