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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 | $3,641 | $69,118-94.7% | $53,647-93.2% | $138,895-97.4% |
| Participation rate | 41.7% | 64.0%-22.3pp | 56.3%-14.6pp | 79.9%-38.3pp |
| Annual return | -1.21% | 248.26%-249.5pp | 358.33%-359.5pp | 145.39%-146.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $732 | $2,274-67.8% | $1,813-59.6% | $6,396-88.6% |
| Admin fee / account holder | $960 | $2,724-64.8% | $2,460-61.0% | $12,562-92.4% |