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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 | $13,100 | $26,549-50.7% | $61,452-78.7% | $66,938-80.4% |
| Participation rate | 31.8% | 38.1%-6.3pp | 52.6%-20.8pp | 69.8%-38.0pp |
| Annual return | -20.60% | -16.21%-4.4pp | 338.96%-359.6pp | 1.58%-22.2pp |
| Employer contribution / active EE | $442 | $651-32.1% | $1,160-61.9% | $2,545-82.6% |
| Participant deferral / active EE | $576 | $1,338-57.0% | $2,125-72.9% | $4,238-86.4% |
| Admin fee / account holder | $648 | $409+58.7% | $2,131-69.6% | $594+9.3% |