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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 | $10,308 | $54,355-81.0% | $82,744-87.5% | $68,486-84.9% |
| Participation rate | 38.1% | 63.9%-25.8pp | 72.6%-34.5pp | 67.9%-29.8pp |
| Annual return | -21.93% | -13.67%-8.3pp | 702.22%-724.1pp | -7.85%-14.1pp |
| Employer contribution / active EE | $403 | $2,219-81.8% | $3,008-86.6% | $2,597-84.5% |
| Participant deferral / active EE | $1,806 | $3,246-44.4% | $4,395-58.9% | $4,028-55.2% |
| Admin fee / account holder | $1,026 | $4,397-76.7% | $5,325-80.7% | $5,404-81.0% |