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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 | $43,721 | $59,116-26.0% | $86,438-49.4% | $68,486-36.2% |
| Participation rate | 60.5% | 75.2%-14.7pp | 80.3%-19.8pp | 67.9%-7.4pp |
| Annual return | -20.82% | -0.23%-20.6pp | 4397.19%-4418.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,246 | $5,902+56.7% | $6,952+33.0% | $4,028+129.6% |
| Admin fee / account holder | $1,612 | $5,639-71.4% | $6,733-76.1% | $5,404-70.2% |