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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 | $74,014 | $57,350+29.1% | $83,850-11.7% | $64,181+15.3% |
| Participation rate | 23.1% | 68.6%-45.5pp | 76.1%-53.1pp | 69.6%-46.5pp |
| Annual return | -8.77% | 11.38%-20.2pp | 850.92%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,302 | $2,993-56.5% | $4,082-68.1% | $3,470-62.5% |
| Admin fee / account holder | $741 | $4,046-81.7% | $5,478-86.5% | $4,887-84.8% |