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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 | $26,302 | $45,566-42.3% | $64,105-59.0% | $59,633-55.9% |
| Participation rate | 27.5% | 60.2%-32.7pp | 68.2%-40.7pp | 68.7%-41.2pp |
| Annual return | -10.24% | 4.95%-15.2pp | 791.24%-801.5pp | 2041.45%-2051.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,771 | $2,057-13.9% | $2,822-37.2% | $3,192-44.5% |
| Admin fee / account holder | $2,227 | $3,268-31.8% | $4,499-50.5% | $4,297-48.2% |