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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 | $34,332 | $56,200-38.9% | $67,653-49.3% | $59,633-42.4% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -10.90% | 18506.71%-18517.6pp | 6625.22%-6636.1pp | 2041.40%-2052.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,892 | $2,843+1.7% | $3,560-18.7% | $3,192-9.4% |
| Admin fee / account holder | $2,936 | $3,959-25.8% | $4,821-39.1% | $4,297-31.7% |