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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 | $23,069 | $59,107-61.0% | $86,439-73.3% | $68,495-66.3% |
| Participation rate | 53.7% | 75.2%-21.6pp | 80.3%-26.7pp | 67.9%-14.2pp |
| Annual return | -25.06% | -0.23%-24.8pp | 4395.55%-4420.6pp | -7.84%-17.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,266 | $5,901-10.8% | $6,952-24.2% | $4,028+30.8% |
| Admin fee / account holder | $2,942 | $5,637-47.8% | $6,732-56.3% | $5,403-45.6% |