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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 | $12,597 | $49,177-74.4% | $79,467-84.1% | $64,173-80.4% |
| Participation rate | 37.5% | 65.0%-27.5pp | 73.3%-35.8pp | 69.6%-32.1pp |
| Annual return | -10.44% | -1.16%-9.3pp | 718.30%-728.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,698 | $2,821-39.8% | $3,704-54.2% | $3,470-51.1% |
| Admin fee / account holder | $671 | $3,839-82.5% | $5,104-86.8% | $4,887-86.3% |