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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 | $26,702 | $30,437-12.3% | $56,033-52.3% | $74,459-64.1% |
| Participation rate | 2.9% | 32.9%-30.0pp | 52.5%-49.6pp | 67.2%-64.4pp |
| Annual return | -16.18% | 24.96%-41.1pp | 1711.38%-1727.6pp | 1369.70%-1385.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $384 | $1,176-67.3% | $1,954-80.3% | $4,350-91.2% |
| Admin fee / account holder | $7,213 | $2,363+205.2% | $2,827+155.2% | $1,945+270.9% |