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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 | $29,224 | $54,355-46.2% | $82,744-64.7% | $68,486-57.3% |
| Participation rate | 24.1% | 63.9%-39.8pp | 72.6%-48.4pp | 67.9%-43.8pp |
| Annual return | -20.59% | -13.67%-6.9pp | 702.22%-722.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $374 | $2,219-83.1% | $3,008-87.6% | $2,597-85.6% |
| Participant deferral / active EE | $1,213 | $3,246-62.6% | $4,395-72.4% | $4,028-69.9% |
| Admin fee / account holder | $922 | $4,397-79.0% | $5,325-82.7% | $5,404-82.9% |