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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 | $50,954 | $82,674-38.4% | $125,363-59.4% | $68,495-25.6% |
| Participation rate | 40.8% | 75.0%-34.2pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -20.17% | -5.97%-14.2pp | 572.15%-592.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,106 | $6,111-32.8% | $7,447-44.9% | $4,028+2.0% |
| Admin fee / account holder | $791 | $6,276-87.4% | $10,005-92.1% | $5,403-85.4% |