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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 | $16,802 | $75,962-77.9% | $154,108-89.1% | $64,173-73.8% |
| Participation rate | 30.6% | 70.4%-39.9pp | 83.0%-52.5pp | 69.6%-39.0pp |
| Annual return | -13.24% | 30.32%-43.6pp | 735.21%-748.4pp | 7.63%-20.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,439 | $3,175-54.7% | $5,081-71.7% | $3,470-58.5% |
| Admin fee / account holder | $876 | $5,589-84.3% | $13,411-93.5% | $4,887-82.1% |