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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 | $16,343 | $52,519-68.9% | $155,789-89.5% | $59,633-72.6% |
| Participation rate | 33.9% | 61.7%-27.8pp | 76.1%-42.2pp | 68.7%-34.8pp |
| Annual return | -4.22% | 53.51%-57.7pp | 71.54%-75.8pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,252 | $3,084-59.4% | $4,798-73.9% | $3,192-60.8% |
| Admin fee / account holder | $402 | $3,540-88.6% | $7,477-94.6% | $4,297-90.6% |