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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 | $12,089 | $67,352-82.1% | $60,899-80.1% | $134,509-91.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -21.22% | 49.99%-71.2pp | 16.92%-38.1pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,102 | $4,539-9.6% | $3,817+7.5% | $6,400-35.9% |
| Admin fee / account holder | $1,241 | $4,585-72.9% | $3,225-61.5% | $11,427-89.1% |