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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 | $28,624-89.0% | $53,647-94.1% | $82,637-96.2% |
| Participation rate | 63.3% | 47.3%+16.1pp | 56.3%+7.1pp | 68.1%-4.7pp |
| Annual return | 3.91% | 664.98%-661.1pp | 358.33%-354.4pp | 53.51%-49.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $845 | $1,196-29.4% | $1,813-53.4% | $4,126-79.5% |
| Admin fee / account holder | $891 | $2,022-55.9% | $2,460-63.8% | $7,339-87.9% |