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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 | $42,621 | $51,638-17.5% | $129,406-67.1% | $80,959-47.4% |
| Participation rate | 32.8% | 56.9%-24.1pp | 69.6%-36.8pp | 67.7%-34.8pp |
| Annual return | -0.34% | 20.78%-21.1pp | 9468.18%-9468.5pp | 35.67%-36.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,302 | $2,670-13.8% | $4,167-44.8% | $4,300-46.5% |
| Admin fee / account holder | $63,461 | $4,313+1371.3% | $7,689+725.4% | $6,925+816.4% |