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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 | $25,594 | $102,422-75.0% | $147,117-82.6% | $80,959-68.4% |
| Participation rate | 26.9% | 75.9%-49.0pp | 82.2%-55.3pp | 67.7%-40.7pp |
| Annual return | -3.62% | 135.16%-138.8pp | 420.54%-424.2pp | 35.67%-39.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,858 | $6,652-42.0% | $8,065-52.2% | $4,300-10.3% |
| Admin fee / account holder | $5,510 | $7,953-30.7% | $12,993-57.6% | $6,925-20.4% |