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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 | $2,214 | $29,716-92.6% | $56,077-96.1% | $80,925-97.3% |
| Participation rate | 36.6% | 41.7%-5.1pp | 52.5%-15.9pp | 67.7%-31.1pp |
| Annual return | -20.53% | 35.30%-55.8pp | 1709.28%-1729.8pp | 35.65%-56.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $516 | $1,228-58.0% | $1,954-73.6% | $4,299-88.0% |
| Admin fee / account holder | $582 | $2,432-76.1% | $2,825-79.4% | $6,940-91.6% |