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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 | $56,517 | $59,111-4.4% | $86,451-34.6% | $68,490-17.5% |
| Participation rate | 58.8% | 75.2%-16.4pp | 80.3%-21.5pp | 67.9%-9.1pp |
| Annual return | -19.98% | -0.22%-19.8pp | 4398.51%-4418.5pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,297 | $5,900-44.1% | $6,953-52.6% | $4,028-18.1% |
| Admin fee / account holder | $543 | $5,640-90.4% | $6,734-91.9% | $5,403-89.9% |