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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 | $21,922 | $96,508-77.3% | $75,901-71.1% | $152,897-85.7% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | -3.55% | 33.99%-37.5pp | 30.76%-34.3pp | 345.43%-349.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,945 | $4,554-35.3% | $3,603-18.3% | $5,851-49.7% |
| Admin fee / account holder | $4,729 | $8,081-41.5% | $5,420-12.8% | $11,599-59.2% |