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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 | $2,953 | $28,624-89.7% | $53,647-94.5% | $82,637-96.4% |
| Participation rate | 42.1% | 47.3%-5.2pp | 56.3%-14.2pp | 68.1%-25.9pp |
| Annual return | 4.60% | 664.98%-660.4pp | 358.33%-353.7pp | 53.51%-48.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $484 | $1,196-59.6% | $1,813-73.3% | $4,126-88.3% |
| Admin fee / account holder | $323 | $2,022-84.0% | $2,460-86.9% | $7,339-95.6% |