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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 | $10,174 | $27,632-63.2% | $61,452-83.4% | $68,486-85.1% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -21.39% | -13.24%-8.2pp | 338.96%-360.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $414 | $696-40.6% | $1,160-64.3% | $2,597-84.1% |
| Participant deferral / active EE | $813 | $1,264-35.7% | $2,125-61.7% | $4,028-79.8% |
| Admin fee / account holder | $835 | $2,010-58.5% | $2,131-60.8% | $5,404-84.6% |