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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 | $27,982 | $27,639+1.2% | $61,501-54.5% | $68,490-59.1% |
| Participation rate | 8.6% | 39.5%-30.9pp | 52.6%-44.0pp | 67.9%-59.3pp |
| Annual return | -52.46% | -13.19%-39.3pp | 339.04%-391.5pp | -7.85%-44.6pp |
| Employer contribution / active EE | $109 | $696-84.3% | $1,160-90.6% | $2,597-95.8% |
| Participant deferral / active EE | $2,127 | $1,264+68.3% | $2,125+0.1% | $4,028-47.2% |
| Admin fee / account holder | $720 | $2,012-64.2% | $2,132-66.2% | $5,403-86.7% |