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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 | $8,967 | $27,936-67.9% | $58,561-84.7% | $75,173-88.1% |
| Participation rate | 10.4% | 38.8%-28.4pp | 50.9%-40.5pp | 67.2%-56.8pp |
| Annual return | 13.13% | 44.21%-31.1pp | 4251.33%-4238.2pp | 160.72%-147.6pp |
| Employer contribution / active EE | $179 | $670-73.2% | $1,053-83.0% | $2,671-93.3% |
| Participant deferral / active EE | $208 | $1,202-82.7% | $1,923-89.2% | $4,126-95.0% |
| Admin fee / account holder | $372 | $1,727-78.4% | $2,520-85.2% | $5,651-93.4% |