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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 | $17,381 | $115,903-85.0% | $100,528-82.7% | $158,966-89.1% |
| Participation rate | 61.9% | 81.6%-19.7pp | 79.4%-17.5pp | 82.0%-20.1pp |
| Annual return | -14.98% | 34.80%-49.8pp | 30.90%-45.9pp | 302.95%-317.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,948 | $6,677+34.0% | $6,271+42.7% | $5,983+49.6% |
| Admin fee / account holder | $2,585 | $11,000-76.5% | $8,084-68.0% | $11,250-77.0% |