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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 | $5,032 | $72,071-93.0% | $68,368-92.6% | $137,256-96.3% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | -0.52% | 353.14%-353.7pp | 292.57%-293.1pp | 220.34%-220.9pp |
| Employer contribution / active EE | $485 | $2,788-82.6% | $2,649-81.7% | $4,156-88.3% |
| Participant deferral / active EE | $892 | $4,410-79.8% | $4,123-78.4% | $6,407-86.1% |
| Admin fee / account holder | $850 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |