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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 | $19,971 | $82,674-75.8% | $125,381-84.1% | $68,486-70.8% |
| Participation rate | 41.9% | 75.1%-33.1pp | 82.4%-40.4pp | 67.9%-26.0pp |
| Annual return | -20.22% | -5.97%-14.2pp | 572.31%-592.5pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,714 | $6,111-22.9% | $7,448-36.7% | $4,028+17.0% |
| Admin fee / account holder | $800 | $6,277-87.3% | $10,007-92.0% | $5,404-85.2% |