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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 | $12,769 | $29,319-56.4% | $52,425-75.6% | $82,448-84.5% |
| Participation rate | 22.9% | 46.9%-24.0pp | 55.6%-32.8pp | 68.1%-45.2pp |
| Annual return | -15.73% | 535.20%-550.9pp | 302.12%-317.9pp | 41.64%-57.4pp |
| Employer contribution / active EE | $103 | $586-82.4% | $914-88.7% | $2,551-95.9% |
| Participant deferral / active EE | $672 | $1,171-42.6% | $1,790-62.4% | $4,139-83.8% |
| Admin fee / account holder | $3,460 | $1,962+76.3% | $2,495+38.7% | $7,234-52.2% |