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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 | $10,110 | $32,117-68.5% | $71,086-85.8% | $64,181-84.2% |
| Participation rate | 27.4% | 42.7%-15.3pp | 54.7%-27.3pp | 69.6%-42.2pp |
| Annual return | -13.38% | -5.57%-7.8pp | 650.59%-664.0pp | 7.63%-21.0pp |
| Employer contribution / active EE | $295 | $712-58.6% | $1,088-72.9% | $2,381-87.6% |
| Participant deferral / active EE | $720 | $1,263-43.0% | $1,874-61.6% | $3,470-79.2% |
| Admin fee / account holder | $1,001 | $2,759-63.7% | $3,082-67.5% | $4,887-79.5% |