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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 | $32,859 | $135,639-75.8% | $110,241-70.2% | $135,382-75.7% |
| Participation rate | 21.7% | 83.5%-61.7pp | 79.8%-58.1pp | 82.6%-60.9pp |
| Annual return | -12.53% | 513.21%-525.7pp | 314.75%-327.3pp | 519.77%-532.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,110 | $5,507-61.7% | $4,672-54.8% | $5,609-62.4% |
| Admin fee / account holder | $7,734 | $11,457-32.5% | $8,548-9.5% | $10,829-28.6% |