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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 | $30,385-53.6% | $56,054-74.8% | $74,400-81.0% |
| Participation rate | 25.9% | 32.9%-7.0pp | 52.5%-26.6pp | 67.2%-41.4pp |
| Annual return | 9.45% | 24.92%-15.5pp | 1705.95%-1696.5pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $236 | $1,174-79.9% | $1,952-87.9% | $4,348-94.6% |
| Admin fee / account holder | $1,750 | $2,361-25.9% | $2,822-38.0% | $1,944-10.0% |