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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 | $9,594 | $27,936-65.7% | $58,561-83.6% | $75,173-87.2% |
| Participation rate | 31.4% | 38.8%-7.4pp | 50.9%-19.4pp | 67.2%-35.8pp |
| Annual return | 12.69% | 44.21%-31.5pp | 4251.33%-4238.6pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,294 | $1,202+7.7% | $1,923-32.7% | $4,126-68.6% |
| Admin fee / account holder | $1,632 | $1,727-5.5% | $2,520-35.3% | $5,651-71.1% |