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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 | $5,701 | $26,549-78.5% | $61,452-90.7% | $66,938-91.5% |
| Participation rate | 26.1% | 38.1%-12.0pp | 52.6%-26.4pp | 69.8%-43.7pp |
| Annual return | -28.31% | -16.21%-12.1pp | 338.96%-367.3pp | 1.58%-29.9pp |
| Employer contribution / active EE | $382 | $651-41.4% | $1,160-67.1% | $2,545-85.0% |
| Participant deferral / active EE | $1,034 | $1,338-22.7% | $2,125-51.3% | $4,238-75.6% |
| Admin fee / account holder | $331 | $409-19.1% | $2,131-84.5% | $594-44.3% |