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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 | $15,586 | $30,732-49.3% | $59,496-73.8% | $59,633-73.9% |
| Participation rate | 39.3% | 43.2%-3.9pp | 54.6%-15.2pp | 68.7%-29.3pp |
| Annual return | -4.34% | 4.47%-8.8pp | 182.05%-186.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $449 | $631-28.8% | $1,153-61.0% | $2,203-79.6% |
| Participant deferral / active EE | $899 | $1,183-24.0% | $1,829-50.8% | $3,192-71.8% |
| Admin fee / account holder | $677 | $2,136-68.3% | $2,232-69.7% | $4,297-84.2% |