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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 | $13,891 | $152,597-90.9% | $117,533-88.2% | $134,532-89.7% |
| Participation rate | 55.6% | 77.1%-21.6pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -21.66% | 53.04%-74.7pp | 29.77%-51.4pp | 418.27%-439.9pp |
| Employer contribution / active EE | $535 | $5,576-90.4% | $4,179-87.2% | $4,741-88.7% |
| Participant deferral / active EE | $2,108 | $4,821-56.3% | $4,072-48.2% | $6,401-67.1% |
| Admin fee / account holder | $411 | $7,007-94.1% | $5,647-92.7% | $11,429-96.4% |