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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 | $38,572 | $90,486-57.4% | $78,676-51.0% | $273,972-85.9% |
| Participation rate | 5.6% | 76.5%-71.0pp | 73.6%-68.0pp | 83.0%-77.5pp |
| Annual return | -20.35% | 75.62%-96.0pp | 62.19%-82.5pp | 41.46%-61.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,234 | $3,901-68.4% | $3,517-64.9% | $5,287-76.7% |
| Admin fee / account holder | $8,891 | $5,263+68.9% | $4,510+97.1% | $10,133-12.3% |