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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 | $10,307 | $51,638-80.0% | $129,406-92.0% | $80,959-87.3% |
| Participation rate | 17.4% | 56.9%-39.5pp | 69.6%-52.3pp | 67.7%-50.3pp |
| Annual return | 4.13% | 20.78%-16.7pp | 9468.18%-9464.0pp | 35.67%-31.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $788 | $2,670-70.5% | $4,167-81.1% | $4,300-81.7% |
| Admin fee / account holder | $648 | $4,313-85.0% | $7,689-91.6% | $6,925-90.6% |