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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 | $19,820 | $101,618-80.5% | $93,063-78.7% | $137,256-85.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | -10.16% | 223.95%-234.1pp | 34.15%-44.3pp | 220.34%-230.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,310 | $4,279+0.7% | $3,958+8.9% | $6,407-32.7% |
| Admin fee / account holder | $3,855 | $6,198-37.8% | $6,033-36.1% | $12,270-68.6% |