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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 | $3,289 | $31,352-89.5% | - | $85,851-96.2% |
| Participation rate | 29.2% | 46.4%-17.2pp | - | 69.3%-40.2pp |
| Annual return | -30.36% | 13.84%-44.2pp | - | 318.63%-349.0pp |
| Employer contribution / active EE | $0 | $1,148-100.0% | - | $2,565-100.0% |
| Participant deferral / active EE | $719 | $1,188-39.5% | - | $3,952-81.8% |
| Admin fee / account holder | $1,523 | $2,529-39.8% | - | $6,261-75.7% |