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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 | $3,095 | $27,632-88.8% | $61,452-95.0% | $68,486-95.5% |
| Participation rate | 17.1% | 39.5%-22.4pp | 52.6%-35.5pp | 67.9%-50.8pp |
| Annual return | -23.64% | -13.24%-10.4pp | 338.96%-362.6pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $412 | $1,264-67.4% | $2,125-80.6% | $4,028-89.8% |
| Admin fee / account holder | $475 | $2,010-76.4% | $2,131-77.7% | $5,404-91.2% |