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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 | $21,665 | $54,370-60.2% | $82,763-73.8% | $68,490-68.4% |
| Participation rate | 57.8% | 63.9%-6.2pp | 72.6%-14.8pp | 67.9%-10.1pp |
| Annual return | -22.14% | -13.67%-8.5pp | 702.45%-724.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $6,105 | $2,219+175.1% | $3,008+102.9% | $2,597+135.1% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $861 | $4,398-80.4% | $5,325-83.8% | $5,403-84.1% |