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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 | $14,111 | $34,932-59.6% | $56,441-75.0% | $74,546-81.1% |
| Participation rate | 25.9% | 32.9%-7.0pp | 52.5%-26.6pp | 67.2%-41.4pp |
| Annual return | 9.45% | 24.90%-15.5pp | 1704.21%-1694.8pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $236 | $1,173-79.8% | $1,953-87.9% | $4,347-94.6% |
| Admin fee / account holder | $1,750 | $2,359-25.8% | $2,829-38.1% | $1,944-10.0% |