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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 | $13,837 | $75,832-81.8% | $147,617-90.6% | $59,633-76.8% |
| Participation rate | 24.1% | 71.6%-47.4pp | 84.6%-60.5pp | 68.7%-44.5pp |
| Annual return | -6.30% | 0.37%-6.7pp | 61.98%-68.3pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,353 | $3,131-56.8% | $4,895-72.4% | $3,192-57.6% |
| Admin fee / account holder | $1,447 | $5,986-75.8% | $11,612-87.5% | $4,297-66.3% |