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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 | $51,638-84.6% | $68,368-88.4% | $82,448-90.4% |
| Participation rate | 36.7% | 63.6%-26.9pp | 73.8%-37.1pp | 68.1%-31.4pp |
| Annual return | -0.29% | 37.53%-37.8pp | 292.57%-292.9pp | 41.64%-41.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $754 | $2,914-74.1% | $4,123-81.7% | $4,139-81.8% |
| Admin fee / account holder | $1,339 | $4,643-71.2% | $5,150-74.0% | $7,234-81.5% |