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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 | $2,074 | $29,736-93.0% | $56,033-96.3% | $80,935-97.4% |
| Participation rate | 17.9% | 41.7%-23.8pp | 52.5%-34.6pp | 67.7%-49.8pp |
| Annual return | -6.65% | 35.28%-41.9pp | 1711.38%-1718.0pp | 35.66%-42.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $385 | $1,228-68.7% | $1,954-80.3% | $4,299-91.1% |
| Admin fee / account holder | $565 | $2,434-76.8% | $2,827-80.0% | $6,924-91.8% |