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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 | $9,905 | $29,716-66.7% | $56,077-82.3% | $80,925-87.8% |
| Participation rate | 15.2% | 41.7%-26.5pp | 52.5%-37.3pp | 67.7%-52.5pp |
| Annual return | -22.77% | 35.30%-58.1pp | 1709.28%-1732.0pp | 35.65%-58.4pp |
| Employer contribution / active EE | $220 | $671-67.3% | $1,040-78.9% | $2,756-92.0% |
| Participant deferral / active EE | $769 | $1,228-37.4% | $1,954-60.6% | $4,299-82.1% |
| Admin fee / account holder | $2,510 | $2,432+3.2% | $2,825-11.1% | $6,940-63.8% |