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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 | $29,895 | $75,832-60.6% | $147,618-79.7% | $59,633-49.9% |
| Participation rate | 62.0% | 71.6%-9.6pp | 84.6%-22.6pp | 68.7%-6.7pp |
| Annual return | -3.32% | 0.37%-3.7pp | 61.98%-65.3pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,541 | $3,131-50.8% | $4,895-68.5% | $3,192-51.7% |
| Admin fee / account holder | $916 | $5,986-84.7% | $11,612-92.1% | $4,297-78.7% |