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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 | $34,209 | $45,566-24.9% | $64,105-46.6% | $59,633-42.6% |
| Participation rate | 30.6% | 60.2%-29.6pp | 68.2%-37.6pp | 68.7%-38.1pp |
| Annual return | -5.95% | 4.95%-10.9pp | 791.24%-797.2pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,265 | $2,057-38.5% | $2,822-55.2% | $3,192-60.4% |
| Admin fee / account holder | $300 | $3,268-90.8% | $4,499-93.3% | $4,297-93.0% |