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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 | $2,678 | $27,632-90.3% | $61,452-95.6% | $68,486-96.1% |
| Participation rate | 30.9% | 39.5%-8.6pp | 52.6%-21.7pp | 67.9%-37.0pp |
| Annual return | -48.87% | -13.24%-35.6pp | 338.96%-387.8pp | -7.85%-41.0pp |
| Employer contribution / active EE | $376 | $696-46.0% | $1,160-67.6% | $2,597-85.5% |
| Participant deferral / active EE | $440 | $1,264-65.2% | $2,125-79.3% | $4,028-89.1% |
| Admin fee / account holder | $751 | $2,010-62.6% | $2,131-64.8% | $5,404-86.1% |