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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 | $6,006 | $29,733-79.8% | $56,025-89.3% | $80,959-92.6% |
| Participation rate | 7.1% | 41.7%-34.6pp | 52.5%-45.4pp | 67.7%-60.5pp |
| Annual return | 10.28% | 35.28%-25.0pp | 1712.69%-1702.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $184 | $672-72.6% | $1,042-82.3% | $2,757-93.3% |
| Participant deferral / active EE | $299 | $1,229-75.7% | $1,955-84.7% | $4,300-93.1% |
| Admin fee / account holder | $976 | $2,434-59.9% | $2,828-65.5% | $6,925-85.9% |