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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 | $5,769 | $72,071-92.0% | $68,368-91.6% | $137,256-95.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | -27.29% | 353.14%-380.4pp | 292.57%-319.9pp | 220.34%-247.6pp |
| Employer contribution / active EE | $472 | $2,788-83.1% | $2,649-82.2% | $4,156-88.6% |
| Participant deferral / active EE | $625 | $4,410-85.8% | $4,123-84.8% | $6,407-90.2% |
| Admin fee / account holder | $2,133 | $5,336-60.0% | $5,150-58.6% | $12,270-82.6% |