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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 | $53,891 | $72,404-25.6% | $110,243-51.1% | $64,173-16.0% |
| Participation rate | 35.5% | 73.3%-37.9pp | 79.8%-44.3pp | 69.6%-34.1pp |
| Annual return | -7.97% | -6.29%-1.7pp | 314.76%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,391 | $3,469+26.6% | $4,672-6.0% | $3,470+26.6% |
| Admin fee / account holder | $505 | $5,664-91.1% | $8,548-94.1% | $4,887-89.7% |