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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 | $13,536 | $75,962-82.2% | $154,108-91.2% | $64,173-78.9% |
| Participation rate | 51.3% | 70.4%-19.1pp | 83.0%-31.8pp | 69.6%-18.3pp |
| Annual return | -9.69% | 30.32%-40.0pp | 735.21%-744.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $607 | $3,350-81.9% | $5,298-88.5% | $2,381-74.5% |
| Participant deferral / active EE | $1,382 | $3,175-56.5% | $5,081-72.8% | $3,470-60.2% |
| Admin fee / account holder | $309 | $5,589-94.5% | $13,411-97.7% | $4,887-93.7% |