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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 | $1,640 | $67,823-97.6% | $52,425-96.9% | $137,256-98.8% |
| Participation rate | 53.8% | 63.9%-10.1pp | 55.6%-1.8pp | 80.0%-26.1pp |
| Annual return | -23.88% | 219.11%-243.0pp | 302.12%-326.0pp | 220.34%-244.2pp |
| Employer contribution / active EE | $340 | $1,163-70.7% | $914-62.8% | $4,156-91.8% |
| Participant deferral / active EE | $511 | $2,288-77.7% | $1,790-71.5% | $6,407-92.0% |
| Admin fee / account holder | $515 | $2,844-81.9% | $2,495-79.4% | $12,270-95.8% |