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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 | $3,669 | $29,716-87.7% | $56,077-93.5% | $80,925-95.5% |
| Participation rate | 34.0% | 41.7%-7.7pp | 52.5%-18.5pp | 67.7%-33.7pp |
| Annual return | 1.50% | 35.30%-33.8pp | 1709.28%-1707.8pp | 35.65%-34.2pp |
| Employer contribution / active EE | $589 | $671-12.2% | $1,040-43.3% | $2,756-78.6% |
| Participant deferral / active EE | $961 | $1,228-21.8% | $1,954-50.8% | $4,299-77.7% |
| Admin fee / account holder | $698 | $2,432-71.3% | $2,825-75.3% | $6,940-89.9% |