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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 | $29,067 | $82,674-64.8% | $125,381-76.8% | $68,486-57.6% |
| Participation rate | 42.1% | 75.1%-32.9pp | 82.4%-40.3pp | 67.9%-25.8pp |
| Annual return | -21.70% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,367 | $6,111-12.2% | $7,448-27.9% | $4,028+33.3% |
| Admin fee / account holder | $1,006 | $6,277-84.0% | $10,007-90.0% | $5,404-81.4% |