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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 | $48,303 | $94,529-48.9% | $140,019-65.5% | $64,173-24.7% |
| Participation rate | 68.1% | 84.1%-16.0pp | 87.5%-19.4pp | 69.6%-1.5pp |
| Annual return | -7.65% | 7.77%-15.4pp | 651.17%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,861 | $5,250+68.8% | $6,927+27.9% | $3,470+155.4% |
| Admin fee / account holder | $5,637 | $6,741-16.4% | $10,705-47.3% | $4,887+15.3% |