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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 | $42,767 | $75,962-43.7% | $154,111-72.2% | $64,173-33.4% |
| Participation rate | 18.4% | 70.4%-52.0pp | 83.0%-64.6pp | 69.6%-51.1pp |
| Annual return | -11.99% | 30.32%-42.3pp | 735.18%-747.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,398 | $3,175-56.0% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $1,797 | $5,589-67.8% | $13,411-86.6% | $4,887-63.2% |