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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 | $9,293 | $27,632-66.4% | $61,452-84.9% | $68,486-86.4% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -22.16% | -13.24%-8.9pp | 338.96%-361.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $580 | $696-16.7% | $1,160-50.0% | $2,597-77.7% |
| Participant deferral / active EE | $1,446 | $1,264+14.5% | $2,125-31.9% | $4,028-64.1% |
| Admin fee / account holder | $843 | $2,010-58.1% | $2,131-60.4% | $5,404-84.4% |