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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 | $19,137 | $95,975-80.1% | $74,549-74.3% | $135,379-85.9% |
| Participation rate | 47.8% | 75.7%-27.8pp | 69.1%-21.3pp | 82.6%-34.8pp |
| Annual return | -13.20% | 56.96%-70.2pp | 32.53%-45.7pp | 519.79%-533.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,974 | $3,844-48.6% | $3,108-36.5% | $5,609-64.8% |
| Admin fee / account holder | $1,123 | $6,522-82.8% | $5,059-77.8% | $10,828-89.6% |