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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 | $21,659 | $75,832-71.4% | $147,617-85.3% | $59,633-63.7% |
| Participation rate | 25.9% | 71.6%-45.6pp | 84.6%-58.7pp | 68.7%-42.7pp |
| Annual return | -5.28% | 0.37%-5.7pp | 61.98%-67.3pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $881 | $3,131-71.9% | $4,895-82.0% | $3,192-72.4% |
| Admin fee / account holder | $616 | $5,986-89.7% | $11,612-94.7% | $4,297-85.7% |