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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 | $18,693 | $82,674-77.4% | $125,381-85.1% | $68,486-72.7% |
| Participation rate | 18.6% | 75.1%-56.4pp | 82.4%-63.8pp | 67.9%-49.3pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,755 | $6,111-38.5% | $7,448-49.6% | $4,028-6.8% |
| Admin fee / account holder | $2,044 | $6,277-67.4% | $10,007-79.6% | $5,404-62.2% |