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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 | $5,699 | $60,813-90.6% | - | $134,532-95.8% |
| Participation rate | 19.0% | 67.1%-48.1pp | - | 81.2%-62.2pp |
| Annual return | -67.68% | -10.69%-57.0pp | - | 418.27%-485.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | - | $4,741-100.0% |
| Participant deferral / active EE | $1,122 | $4,132-72.9% | - | $6,401-82.5% |
| Admin fee / account holder | $1,438 | $4,065-64.6% | - | $11,429-87.4% |