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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 | $36,057 | $45,566-20.9% | $64,105-43.8% | $59,633-39.5% |
| Participation rate | 27.8% | 60.2%-32.4pp | 68.2%-40.4pp | 68.7%-40.9pp |
| Annual return | -5.89% | 4.95%-10.8pp | 791.24%-797.1pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,300 | $2,057+11.8% | $2,822-18.5% | $3,192-27.9% |
| Admin fee / account holder | $2,234 | $3,268-31.6% | $4,499-50.3% | $4,297-48.0% |