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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 | $9,695 | $28,624-66.1% | $53,647-81.9% | $82,637-88.3% |
| Participation rate | 38.5% | 47.3%-8.8pp | 56.3%-17.8pp | 68.1%-29.6pp |
| Annual return | 13.79% | 664.98%-651.2pp | 358.33%-344.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $928 | $1,196-22.5% | $1,813-48.8% | $4,126-77.5% |
| Admin fee / account holder | $522 | $2,022-74.2% | $2,460-78.8% | $7,339-92.9% |