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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 | $10,515 | $67,372-84.4% | $60,906-82.7% | $134,532-92.2% |
| Participation rate | 23.8% | 76.2%-52.4pp | 73.1%-49.3pp | 81.2%-57.4pp |
| Annual return | -24.32% | 50.05%-74.4pp | 16.94%-41.3pp | 418.27%-442.6pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,128 | $4,532-75.1% | $3,814-70.4% | $6,401-82.4% |
| Admin fee / account holder | $1,361 | $4,588-70.3% | $3,227-57.8% | $11,429-88.1% |