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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 | $31,966 | $52,519-39.1% | $155,789-79.5% | $59,633-46.4% |
| Participation rate | 17.4% | 61.7%-44.3pp | 76.1%-58.7pp | 68.7%-51.3pp |
| Annual return | -11.43% | 53.51%-64.9pp | 71.54%-83.0pp | 2041.45%-2052.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,449 | $3,084-53.0% | $4,798-69.8% | $3,192-54.6% |
| Admin fee / account holder | $2,656 | $3,540-25.0% | $7,477-64.5% | $4,297-38.2% |