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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 | $20,640 | $52,519-60.7% | $155,789-86.8% | $59,633-65.4% |
| Participation rate | 13.3% | 61.7%-48.4pp | 76.1%-62.8pp | 68.7%-55.3pp |
| Annual return | -22.28% | 53.51%-75.8pp | 71.54%-93.8pp | 2041.45%-2063.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,047 | $3,084-33.6% | $4,798-57.3% | $3,192-35.9% |
| Admin fee / account holder | $1,371 | $3,540-61.3% | $7,477-81.7% | $4,297-68.1% |