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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 | $7,387 | $27,639-73.3% | $61,501-88.0% | $68,490-89.2% |
| Participation rate | 44.0% | 39.5%+4.5pp | 52.6%-8.6pp | 67.9%-23.9pp |
| Annual return | -21.47% | -13.19%-8.3pp | 339.04%-360.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $259 | $696-62.8% | $1,160-77.7% | $2,597-90.0% |
| Participant deferral / active EE | $620 | $1,264-51.0% | $2,125-70.8% | $4,028-84.6% |
| Admin fee / account holder | $482 | $2,012-76.0% | $2,132-77.4% | $5,403-91.1% |