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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 | $51,606-80.0% | $129,339-92.0% | $80,911-87.3% |
| Participation rate | 17.4% | 57.0%-39.6pp | 69.6%-52.2pp | 67.6%-50.3pp |
| Annual return | 4.13% | 20.76%-16.6pp | 9437.05%-9432.9pp | 35.63%-31.5pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $788 | $2,669-70.5% | $4,170-81.1% | $4,297-81.7% |
| Admin fee / account holder | $648 | $4,310-85.0% | $7,668-91.6% | $6,935-90.7% |