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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 | $29,733-8.0% | $56,025-51.2% | $80,959-66.2% |
| Participation rate | 11.9% | 41.7%-29.8pp | 52.5%-40.6pp | 67.7%-55.8pp |
| Annual return | -0.91% | 35.28%-36.2pp | 1712.69%-1713.6pp | 35.67%-36.6pp |
| Employer contribution / active EE | $283 | $672-57.9% | $1,042-72.8% | $2,757-89.7% |
| Participant deferral / active EE | $1,640 | $1,229+33.4% | $1,955-16.1% | $4,300-61.9% |
| Admin fee / account holder | $2,503 | $2,434+2.9% | $2,828-11.5% | $6,925-63.9% |