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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 | $3,158 | $29,319-89.2% | $52,425-94.0% | $82,448-96.2% |
| Participation rate | 63.3% | 46.9%+16.5pp | 55.6%+7.7pp | 68.1%-4.7pp |
| Annual return | 3.91% | 535.20%-531.3pp | 302.12%-298.2pp | 41.64%-37.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $845 | $1,171-27.9% | $1,790-52.8% | $4,139-79.6% |
| Admin fee / account holder | $891 | $1,962-54.6% | $2,495-64.3% | $7,234-87.7% |