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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 | $2,240 | $29,319-92.4% | $52,425-95.7% | $82,448-97.3% |
| Participation rate | 57.8% | 46.9%+10.9pp | 55.6%+2.2pp | 68.1%-10.3pp |
| Annual return | 14.37% | 535.20%-520.8pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $429 | $1,171-63.4% | $1,790-76.0% | $4,139-89.6% |
| Admin fee / account holder | $629 | $1,962-67.9% | $2,495-74.8% | $7,234-91.3% |