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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 | $5,528 | $76,519-92.8% | $56,025-90.1% | $145,897-96.2% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 4.01% | 3017.03%-3013.0pp | 1712.69%-1708.7pp | 552.29%-548.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,232 | $2,624-53.0% | $1,955-37.0% | $6,689-81.6% |
| Admin fee / account holder | $1,104 | $3,331-66.9% | $2,828-61.0% | $13,390-91.8% |