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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 | $17,937 | $88,585-79.8% | $69,884-74.3% | $134,532-86.7% |
| Participation rate | 17.4% | 74.9%-57.5pp | 70.5%-53.1pp | 81.2%-63.8pp |
| Annual return | -30.21% | 442.80%-473.0pp | 190.81%-221.0pp | 418.27%-448.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,364 | $4,770-71.4% | $3,848-64.5% | $6,401-78.7% |
| Admin fee / account holder | $1,188 | $10,441-88.6% | $6,266-81.0% | $11,429-89.6% |