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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 | $2,086 | $29,319-92.9% | $52,425-96.0% | $82,448-97.5% |
| Participation rate | 35.3% | 46.9%-11.6pp | 55.6%-20.3pp | 68.1%-32.8pp |
| Annual return | -5.93% | 535.20%-541.1pp | 302.12%-308.1pp | 41.64%-47.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $431 | $1,171-63.2% | $1,790-75.9% | $4,139-89.6% |
| Admin fee / account holder | $600 | $1,962-69.4% | $2,495-75.9% | $7,234-91.7% |