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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 | $13,758 | $30,437-54.8% | $56,033-75.4% | $74,459-81.5% |
| Participation rate | 12.6% | 32.9%-20.3pp | 52.5%-39.9pp | 67.2%-54.6pp |
| Annual return | 6.91% | 24.96%-18.0pp | 1711.38%-1704.5pp | 1369.70%-1362.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $396 | $1,176-66.3% | $1,954-79.7% | $4,350-90.9% |
| Admin fee / account holder | $1,670 | $2,363-29.3% | $2,827-40.9% | $1,945-14.1% |