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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 | $5,460 | $27,632-80.2% | $61,452-91.1% | $68,486-92.0% |
| Participation rate | 9.4% | 39.5%-30.1pp | 52.6%-43.2pp | 67.9%-58.5pp |
| Annual return | -36.43% | -13.24%-23.2pp | 338.96%-375.4pp | -7.85%-28.6pp |
| Employer contribution / active EE | $244 | $696-64.9% | $1,160-78.9% | $2,597-90.6% |
| Participant deferral / active EE | $527 | $1,264-58.3% | $2,125-75.2% | $4,028-86.9% |
| Admin fee / account holder | $520 | $2,010-74.1% | $2,131-75.6% | $5,404-90.4% |