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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 | $5,382 | $60,813-91.1% | - | $134,532-96.0% |
| Participation rate | 30.8% | 67.1%-36.4pp | - | 81.2%-50.5pp |
| Annual return | -37.87% | -10.69%-27.2pp | - | 418.27%-456.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | - | $4,741-100.0% |
| Participant deferral / active EE | $837 | $4,132-79.7% | - | $6,401-86.9% |
| Admin fee / account holder | $781 | $4,065-80.8% | - | $11,429-93.2% |