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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 | $10,190 | $54,355-81.3% | $82,744-87.7% | $68,486-85.1% |
| Participation rate | 36.7% | 63.9%-27.2pp | 72.6%-35.8pp | 67.9%-31.2pp |
| Annual return | -23.94% | -13.67%-10.3pp | 702.22%-726.2pp | -7.85%-16.1pp |
| Employer contribution / active EE | $536 | $2,219-75.8% | $3,008-82.2% | $2,597-79.3% |
| Participant deferral / active EE | $1,913 | $3,246-41.1% | $4,395-56.5% | $4,028-52.5% |
| Admin fee / account holder | $1,311 | $4,397-70.2% | $5,325-75.4% | $5,404-75.7% |