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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 | $75,264 | $95,188-20.9% | $76,518-1.6% | $135,380-44.4% |
| Participation rate | 6.3% | 74.4%-68.1pp | 68.0%-61.7pp | 82.6%-76.4pp |
| Annual return | -14.64% | 4.85%-19.5pp | -0.27%-14.4pp | 519.81%-534.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $975 | $4,640-79.0% | $3,836-74.6% | $5,609-82.6% |
| Admin fee / account holder | $1,950 | $6,249-68.8% | $4,849-59.8% | $10,828-82.0% |