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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 | $12,443 | $29,733-58.2% | $56,025-77.8% | $80,959-84.6% |
| Participation rate | 35.5% | 41.7%-6.2pp | 52.5%-17.0pp | 67.7%-32.1pp |
| Annual return | -8.91% | 35.28%-44.2pp | 1712.69%-1721.6pp | 35.67%-44.6pp |
| Employer contribution / active EE | $524 | $672-22.0% | $1,042-49.7% | $2,757-81.0% |
| Participant deferral / active EE | $733 | $1,229-40.4% | $1,955-62.5% | $4,300-83.0% |
| Admin fee / account holder | $2,380 | $2,434-2.2% | $2,828-15.9% | $6,925-65.6% |