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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 | $4,296 | $27,936-84.6% | $58,561-92.7% | $75,173-94.3% |
| Participation rate | 27.0% | 38.8%-11.8pp | 50.9%-23.8pp | 67.2%-40.2pp |
| Annual return | 6.15% | 44.21%-38.1pp | 4251.33%-4245.2pp | 160.72%-154.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $555 | $1,202-53.9% | $1,923-71.2% | $4,126-86.6% |
| Admin fee / account holder | $1,261 | $1,727-27.0% | $2,520-50.0% | $5,651-77.7% |