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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 | $5,456 | $27,936-80.5% | $58,561-90.7% | $75,173-92.7% |
| Participation rate | 16.5% | 38.8%-22.4pp | 50.9%-34.4pp | 67.2%-50.7pp |
| Annual return | 4.61% | 44.21%-39.6pp | 4251.33%-4246.7pp | 160.72%-156.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $433 | $1,202-64.0% | $1,923-77.5% | $4,126-89.5% |
| Admin fee / account holder | $922 | $1,727-46.6% | $2,520-63.4% | $5,651-83.7% |