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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 | $27,253 | $82,678-67.0% | $125,391-78.3% | $68,490-60.2% |
| Participation rate | 27.9% | 75.1%-47.1pp | 82.4%-54.4pp | 67.9%-40.0pp |
| Annual return | -28.53% | -5.97%-22.6pp | 572.41%-600.9pp | -7.85%-20.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,279 | $6,111-13.6% | $7,448-29.1% | $4,028+31.1% |
| Admin fee / account holder | $2,046 | $6,277-67.4% | $10,009-79.6% | $5,403-62.1% |