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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 | $10,215 | $27,639-63.0% | $61,501-83.4% | $68,490-85.1% |
| Participation rate | 23.2% | 39.5%-16.3pp | 52.6%-29.4pp | 67.9%-44.7pp |
| Annual return | -22.37% | -13.19%-9.2pp | 339.04%-361.4pp | -7.85%-14.5pp |
| Employer contribution / active EE | $442 | $696-36.5% | $1,160-61.9% | $2,597-83.0% |
| Participant deferral / active EE | $779 | $1,264-38.4% | $2,125-63.4% | $4,028-80.7% |
| Admin fee / account holder | $670 | $2,012-66.7% | $2,132-68.6% | $5,403-87.6% |