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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 | $40,602 | $67,823-40.1% | $52,425-22.6% | $137,256-70.4% |
| Participation rate | 6.7% | 63.9%-57.2pp | 55.6%-49.0pp | 80.0%-73.3pp |
| Annual return | 2.97% | 219.11%-216.1pp | 302.12%-299.1pp | 220.34%-217.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $528 | $2,288-76.9% | $1,790-70.5% | $6,407-91.8% |
| Admin fee / account holder | $4,215 | $2,844+48.2% | $2,495+68.9% | $12,270-65.6% |