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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 | $29,741 | $111,814-73.4% | $93,654-68.2% | $145,959-79.6% |
| Participation rate | 26.7% | 74.2%-47.5pp | 68.7%-42.1pp | 80.3%-53.6pp |
| Annual return | -34.33% | 203.30%-237.6pp | 133.34%-167.7pp | 561.95%-596.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,869 | $4,914-21.3% | $4,413-12.3% | $6,689-42.2% |
| Admin fee / account holder | $10,914 | $10,246+6.5% | $8,282+31.8% | $13,398-18.5% |