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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 | $19,095 | $29,733-35.8% | $56,025-65.9% | $80,959-76.4% |
| Participation rate | 6.3% | 41.7%-35.4pp | 52.5%-46.2pp | 67.7%-61.3pp |
| Annual return | -0.72% | 35.28%-36.0pp | 1712.69%-1713.4pp | 35.67%-36.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $674 | $1,229-45.2% | $1,955-65.5% | $4,300-84.3% |
| Admin fee / account holder | $1,764 | $2,434-27.5% | $2,828-37.6% | $6,925-74.5% |