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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 | $10,882 | $29,569-63.2% | $56,077-80.6% | $77,714-86.0% |
| Participation rate | 5.2% | 32.6%-27.4pp | 52.5%-47.3pp | 70.6%-65.4pp |
| Annual return | -24.80% | 18.90%-43.7pp | 1709.28%-1734.1pp | 31.26%-56.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $280 | $1,061-73.6% | $1,954-85.7% | $4,649-94.0% |
| Admin fee / account holder | $3,733 | $1,042+258.2% | $2,825+32.2% | $433+761.7% |