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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 | $3,246 | $51,638-93.7% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 44.1% | 63.6%-19.5pp | 73.8%-29.7pp | 68.1%-24.0pp |
| Annual return | 10.47% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $575 | $2,914-80.3% | $4,123-86.1% | $4,139-86.1% |
| Admin fee / account holder | $413 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |