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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 | $13,396 | $45,152-70.3% | $73,836-81.9% | $59,633-77.5% |
| Participation rate | 36.4% | 64.0%-27.7pp | 73.4%-37.1pp | 68.7%-32.3pp |
| Annual return | -4.40% | 27.40%-31.8pp | 2268.06%-2272.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $914 | $1,901-51.9% | $2,787-67.2% | $2,203-58.5% |
| Participant deferral / active EE | $1,511 | $2,573-41.3% | $3,583-57.8% | $3,192-52.7% |
| Admin fee / account holder | $674 | $3,515-80.8% | $4,882-86.2% | $4,297-84.3% |