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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 | $13,610 | $29,736-54.2% | $56,033-75.7% | $80,935-83.2% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 9.44% | 35.28%-25.8pp | 1711.38%-1701.9pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,872 | $1,228+52.4% | $1,954-4.2% | $4,299-56.5% |
| Admin fee / account holder | $1,035 | $2,434-57.5% | $2,827-63.4% | $6,924-85.1% |