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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 | $28,364 | $100,895-71.9% | $90,430-68.6% | $158,950-82.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | -5.00% | 1725.54%-1730.5pp | 1293.73%-1298.7pp | 302.91%-307.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,945 | $4,347-32.3% | $3,963-25.7% | $5,983-50.8% |
| Admin fee / account holder | $4,033 | $6,505-38.0% | $5,613-28.1% | $11,248-64.1% |