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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 | $27,359 | $29,716-7.9% | $56,077-51.2% | $80,925-66.2% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.7%-55.8pp |
| Annual return | -0.91% | 35.30%-36.2pp | 1709.28%-1710.2pp | 35.65%-36.6pp |
| Employer contribution / active EE | $283 | $671-57.8% | $1,040-72.8% | $2,756-89.7% |
| Participant deferral / active EE | $1,640 | $1,228+33.5% | $1,954-16.1% | $4,299-61.9% |
| Admin fee / account holder | $2,503 | $2,432+2.9% | $2,825-11.4% | $6,940-63.9% |