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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 | $18,258 | $27,243-33.0% | $52,425-65.2% | $79,634-77.1% |
| Participation rate | 3.9% | 22.4%-18.5pp | 55.6%-51.7pp | 62.5%-58.6pp |
| Annual return | 8.66% | 63.36%-54.7pp | 302.12%-293.5pp | 36.46%-27.8pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $213 | $636-66.5% | $1,790-88.1% | $3,835-94.4% |
| Admin fee / account holder | $1,553 | $2,105-26.2% | $2,495-37.8% | $1,002+55.0% |