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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 | $7,935 | $49,976-84.1% | $66,674-88.1% | $82,637-90.4% |
| Participation rate | 36.7% | 63.1%-26.4pp | 73.7%-37.0pp | 68.1%-31.4pp |
| Annual return | -0.29% | 39.09%-39.4pp | 321.24%-321.5pp | 53.51%-53.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $754 | $2,847-73.5% | $4,084-81.5% | $4,126-81.7% |
| Admin fee / account holder | $1,339 | $4,594-70.8% | $5,098-73.7% | $7,339-81.8% |