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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 | $26,436 | $45,566-42.0% | $64,105-58.8% | $59,633-55.7% |
| Participation rate | 32.6% | 60.2%-27.6pp | 68.2%-35.6pp | 68.7%-36.1pp |
| Annual return | -4.10% | 4.95%-9.1pp | 791.24%-795.3pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,052 | $2,057-48.9% | $2,822-62.7% | $3,192-67.1% |
| Admin fee / account holder | $430 | $3,268-86.9% | $4,499-90.5% | $4,297-90.0% |