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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 | $20,561 | $142,392-85.6% | $119,622-82.8% | $134,532-84.7% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -23.56% | -12.46%-11.1pp | -14.98%-8.6pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,108 | $6,467-51.9% | $5,601-44.5% | $6,401-51.4% |
| Admin fee / account holder | $955 | $13,593-93.0% | $10,328-90.8% | $11,429-91.6% |