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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 | $7,929 | $100,147-92.1% | $81,286-90.2% | $145,877-94.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -6.81% | 34.44%-41.2pp | 24.80%-31.6pp | 551.28%-558.1pp |
| Employer contribution / active EE | $379 | $2,977-87.3% | $2,463-84.6% | $4,663-91.9% |
| Participant deferral / active EE | $1,529 | $4,607-66.8% | $3,883-60.6% | $6,691-77.1% |
| Admin fee / account holder | $1,391 | $8,201-83.0% | $5,764-75.9% | $13,402-89.6% |