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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 | $7,079 | $32,117-78.0% | $71,086-90.0% | $64,173-89.0% |
| Participation rate | 64.3% | 42.7%+21.6pp | 54.7%+9.6pp | 69.6%-5.3pp |
| Annual return | -12.74% | -5.57%-7.2pp | 650.59%-663.3pp | 7.63%-20.4pp |
| Employer contribution / active EE | $1,288 | $712+80.9% | $1,088+18.4% | $2,381-45.9% |
| Participant deferral / active EE | $2,068 | $1,263+63.7% | $1,874+10.3% | $3,470-40.4% |
| Admin fee / account holder | $525 | $2,759-81.0% | $3,082-83.0% | $4,887-89.3% |