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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 | $27,385 | $29,670-7.7% | $56,054-51.1% | $80,911-66.2% |
| Participation rate | 10.6% | 41.7%-31.0pp | 52.5%-41.8pp | 67.6%-57.0pp |
| Annual return | -28.20% | 35.24%-63.4pp | 1705.95%-1734.1pp | 35.63%-63.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,539 | $1,227+25.5% | $1,952-21.2% | $4,297-64.2% |
| Admin fee / account holder | $8,212 | $2,431+237.8% | $2,822+191.0% | $6,935+18.4% |