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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 | $9,064 | $32,037-71.7% | $69,182-86.9% | $62,881-85.6% |
| Participation rate | 0.0% | 43.4%-43.4pp | 55.1%-55.1pp | 69.3%-69.3pp |
| Annual return | 4.48% | 15.16%-10.7pp | -21.93%+26.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $385 | $679-43.4% | $1,206-68.1% | $2,281-83.1% |
| Participant deferral / active EE | $822 | $1,185-30.7% | $1,897-56.7% | $3,203-74.3% |
| Admin fee / account holder | $3,671 | $2,608+40.8% | $2,697+36.1% | $4,296-14.5% |