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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 | $30,853 | $102,382-69.9% | $147,005-79.0% | $80,874-61.9% |
| Participation rate | 20.5% | 75.8%-55.4pp | 82.2%-61.7pp | 67.6%-47.2pp |
| Annual return | -3.19% | 134.89%-138.1pp | 418.76%-422.0pp | 35.62%-38.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,609 | $6,646-60.7% | $8,070-67.7% | $4,297-39.3% |
| Admin fee / account holder | $3,218 | $7,942-59.5% | $13,006-75.3% | $6,935-53.6% |