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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 | $14,387 | $70,366-79.6% | $66,674-78.4% | $138,895-89.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | -17.73% | 386.41%-404.1pp | 321.24%-339.0pp | 145.39%-163.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,050 | $4,374+15.5% | $4,084+23.7% | $6,396-21.0% |
| Admin fee / account holder | $3,304 | $5,262-37.2% | $5,098-35.2% | $12,562-73.7% |