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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 | $14,255 | $54,355-73.8% | $82,744-82.8% | $68,486-79.2% |
| Participation rate | 27.8% | 63.9%-36.1pp | 72.6%-44.8pp | 67.9%-40.1pp |
| Annual return | -25.73% | -13.67%-12.1pp | 702.22%-728.0pp | -7.85%-17.9pp |
| Employer contribution / active EE | $597 | $2,219-73.1% | $3,008-80.1% | $2,597-77.0% |
| Participant deferral / active EE | $1,435 | $3,246-55.8% | $4,395-67.3% | $4,028-64.4% |
| Admin fee / account holder | $1,008 | $4,397-77.1% | $5,325-81.1% | $5,404-81.3% |