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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 | $32,550 | $54,370-40.1% | $82,763-60.7% | $68,490-52.5% |
| Participation rate | 61.1% | 63.9%-2.8pp | 72.6%-11.5pp | 67.9%-6.8pp |
| Annual return | -20.65% | -13.67%-7.0pp | 702.45%-723.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,722 | $3,247+107.0% | $4,395+53.0% | $4,028+66.9% |
| Admin fee / account holder | $1,834 | $4,398-58.3% | $5,325-65.6% | $5,403-66.1% |