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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 | $5,156 | $29,736-82.7% | $56,033-90.8% | $80,935-93.6% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 10.49% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.2pp |
| Employer contribution / active EE | $136 | $671-79.7% | $1,041-86.9% | $2,757-95.1% |
| Participant deferral / active EE | $251 | $1,228-79.6% | $1,954-87.2% | $4,299-94.2% |
| Admin fee / account holder | $1,080 | $2,434-55.6% | $2,827-61.8% | $6,924-84.4% |