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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 | $6,722 | $67,823-90.1% | $52,425-87.2% | $137,256-95.1% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 4.70% | 219.11%-214.4pp | 302.12%-297.4pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,069 | $2,288-53.3% | $1,790-40.3% | $6,407-83.3% |
| Admin fee / account holder | $1,969 | $2,844-30.8% | $2,495-21.1% | $12,270-84.0% |