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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 | $29,762 | $167,353-82.2% | $143,797-79.3% | $134,545-77.9% |
| Participation rate | 31.6% | 84.8%-53.2pp | 80.3%-48.7pp | 81.2%-49.7pp |
| Annual return | -20.98% | 0.48%-21.5pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,136 | $6,447-35.9% | $5,638-26.7% | $6,401-35.4% |
| Admin fee / account holder | $1,289 | $18,096-92.9% | $14,679-91.2% | $11,431-88.7% |