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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 | $7,465 | $29,716-74.9% | $56,077-86.7% | $80,925-90.8% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 8.79% | 35.30%-26.5pp | 1709.28%-1700.5pp | 35.65%-26.9pp |
| Employer contribution / active EE | $375 | $671-44.1% | $1,040-63.9% | $2,756-86.4% |
| Participant deferral / active EE | $590 | $1,228-52.0% | $1,954-69.8% | $4,299-86.3% |
| Admin fee / account holder | $2,268 | $2,432-6.7% | $2,825-19.7% | $6,940-67.3% |