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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 | $2,812 | $27,639-89.8% | $61,501-95.4% | $68,490-95.9% |
| Participation rate | 6.3% | 39.5%-33.2pp | 52.6%-46.2pp | 67.9%-61.5pp |
| Annual return | -30.20% | -13.19%-17.0pp | 339.04%-369.2pp | -7.85%-22.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $297 | $1,264-76.5% | $2,125-86.0% | $4,028-92.6% |
| Admin fee / account holder | $607 | $2,012-69.8% | $2,132-71.5% | $5,403-88.8% |