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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 | $29,398 | $82,674-64.4% | $125,363-76.5% | $68,495-57.1% |
| Participation rate | 44.9% | 75.0%-30.1pp | 82.4%-37.4pp | 67.9%-23.0pp |
| Annual return | -19.57% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,122 | $6,111+16.5% | $7,447-4.4% | $4,028+76.8% |
| Admin fee / account holder | $2,678 | $6,276-57.3% | $10,005-73.2% | $5,403-50.4% |