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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 | $38,930 | $82,678-52.9% | $125,391-69.0% | $68,490-43.2% |
| Participation rate | 17.6% | 75.1%-57.4pp | 82.4%-64.7pp | 67.9%-50.2pp |
| Annual return | -25.92% | -5.97%-20.0pp | 572.41%-598.3pp | -7.85%-18.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,847 | $6,111-37.1% | $7,448-48.3% | $4,028-4.5% |
| Admin fee / account holder | $1,105 | $6,277-82.4% | $10,009-89.0% | $5,403-79.5% |