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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 | $28,436 | $56,197-49.4% | $67,652-58.0% | $59,633-52.3% |
| Participation rate | 52.5% | 71.5%-19.0pp | 75.7%-23.2pp | 68.7%-16.2pp |
| Annual return | -5.26% | 18508.10%-18513.4pp | 6625.40%-6630.7pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,761 | $2,844-2.9% | $3,560-22.4% | $3,192-13.5% |
| Admin fee / account holder | $801 | $3,958-79.8% | $4,821-83.4% | $4,297-81.3% |