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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 | $13,225 | $47,977-72.4% | $154,111-91.4% | $56,287-76.5% |
| Participation rate | 28.6% | 66.2%-37.6pp | 83.0%-54.5pp | 69.9%-41.3pp |
| Annual return | -12.52% | 3.54%-16.1pp | 735.18%-747.7pp | -9.96%-2.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,463 | $2,392-38.8% | $5,081-71.2% | $3,350-56.3% |
| Admin fee / account holder | $719 | $438+64.0% | $13,411-94.6% | $521+38.0% |