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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 | $3,374 | $84,551-96.0% | $61,452-94.5% | $134,532-97.5% |
| Participation rate | 36.4% | 62.2%-25.8pp | 52.6%-16.2pp | 81.2%-44.9pp |
| Annual return | -231.80% | 585.39%-817.2pp | 338.96%-570.8pp | 418.27%-650.1pp |
| Employer contribution / active EE | $496 | $1,545-67.9% | $1,160-57.2% | $4,741-89.5% |
| Participant deferral / active EE | $895 | $2,818-68.3% | $2,125-57.9% | $6,401-86.0% |
| Admin fee / account holder | $510 | $2,587-80.3% | $2,131-76.1% | $11,429-95.5% |