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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 | $18,096 | $60,393-70.0% | $81,820-77.9% | $74,429-75.7% |
| Participation rate | 37.8% | 62.9%-25.1pp | 72.4%-34.6pp | 67.2%-29.4pp |
| Annual return | 6.81% | 16.89%-10.1pp | 777.93%-771.1pp | 1368.38%-1361.6pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,032 | $3,397-69.6% | $4,323-76.1% | $4,348-76.3% |
| Admin fee / account holder | $8,392 | $1,491+463.0% | $7,391+13.6% | $1,944+331.6% |