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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 | $41,863 | $91,911-54.5% | $68,612-39.0% | $135,379-69.1% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | -11.48% | -8.22%-3.3pp | -4.63%-6.8pp | 519.79%-531.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,182 | $4,315-72.6% | $3,311-64.3% | $5,609-78.9% |
| Admin fee / account holder | $8,379 | $9,240-9.3% | $5,131+63.3% | $10,828-22.6% |