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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 | $2,093 | $29,319-92.9% | $52,425-96.0% | $82,448-97.5% |
| Participation rate | 55.8% | 46.9%+9.0pp | 55.6%+0.2pp | 68.1%-12.3pp |
| Annual return | 8.40% | 535.20%-526.8pp | 302.12%-293.7pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $656 | $1,171-44.0% | $1,790-63.3% | $4,139-84.1% |
| Admin fee / account holder | $802 | $1,962-59.1% | $2,495-67.9% | $7,234-88.9% |