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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 | $6,537 | $90,614-92.8% | $76,089-91.4% | $145,877-95.5% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.1%-22.9pp | 80.3%-34.1pp |
| Annual return | 2.47% | 623.80%-621.3pp | 360.94%-358.5pp | 551.28%-548.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,325 | $5,168-55.0% | $4,259-45.4% | $6,691-65.3% |
| Admin fee / account holder | $384 | $8,376-95.4% | $6,418-94.0% | $13,402-97.1% |