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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 | $5,317 | $27,632-80.8% | $61,452-91.3% | $68,486-92.2% |
| Participation rate | 30.2% | 39.5%-9.3pp | 52.6%-22.4pp | 67.9%-37.7pp |
| Annual return | -23.27% | -13.24%-10.0pp | 338.96%-362.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $348 | $696-50.1% | $1,160-70.0% | $2,597-86.6% |
| Participant deferral / active EE | $696 | $1,264-44.9% | $2,125-67.2% | $4,028-82.7% |
| Admin fee / account holder | $389 | $2,010-80.6% | $2,131-81.7% | $5,404-92.8% |