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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 | $7,685 | $27,800-72.4% | $58,544-86.9% | $71,495-89.3% |
| Participation rate | 9.5% | 34.6%-25.1pp | 50.9%-41.4pp | 67.9%-58.5pp |
| Annual return | -33.88% | 26.80%-60.7pp | 4249.56%-4283.4pp | 28.85%-62.7pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $510 | $1,208-57.8% | $1,923-73.5% | $4,291-88.1% |
| Admin fee / account holder | $3,051 | $1,637+86.4% | $2,520+21.1% | $1,588+92.2% |