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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 | $9,507 | $88,596-89.3% | $70,098-86.4% | $134,509-92.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -38.77% | 442.67%-481.4pp | 190.76%-229.5pp | 418.13%-456.9pp |
| Employer contribution / active EE | $790 | $3,235-75.6% | $2,560-69.2% | $4,741-83.3% |
| Participant deferral / active EE | $2,334 | $4,772-51.1% | $3,849-39.4% | $6,400-63.5% |
| Admin fee / account holder | $1,279 | $10,441-87.7% | $6,266-79.6% | $11,427-88.8% |