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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 | $5,538 | $67,823-91.8% | $52,425-89.4% | $137,256-96.0% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | -11.46% | 219.11%-230.6pp | 302.12%-313.6pp | 220.34%-231.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $530 | $2,288-76.9% | $1,790-70.4% | $6,407-91.7% |
| Admin fee / account holder | $1,347 | $2,844-52.7% | $2,495-46.0% | $12,270-89.0% |