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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 | $11,359 | $29,319-61.3% | $52,425-78.3% | $82,448-86.2% |
| Participation rate | 64.9% | 46.9%+18.0pp | 55.6%+9.2pp | 68.1%-3.2pp |
| Annual return | 13.71% | 535.20%-521.5pp | 302.12%-288.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $877 | $1,171-25.1% | $1,790-51.0% | $4,139-78.8% |
| Admin fee / account holder | $1,799 | $1,962-8.3% | $2,495-27.9% | $7,234-75.1% |