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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 | $43,896 | $75,962-42.2% | $154,111-71.5% | $64,173-31.6% |
| Participation rate | 37.8% | 70.4%-32.6pp | 83.0%-45.3pp | 69.6%-31.8pp |
| Annual return | -8.19% | 30.32%-38.5pp | 735.18%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,684 | $3,175-46.9% | $5,081-66.8% | $3,470-51.5% |
| Admin fee / account holder | $491 | $5,589-91.2% | $13,411-96.3% | $4,887-90.0% |