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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 | $35,560 | $133,981-73.5% | $112,249-68.3% | $134,532-73.6% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.1%-38.2pp | 81.2%-44.4pp |
| Annual return | -20.91% | 47.16%-68.1pp | 27.48%-48.4pp | 418.27%-439.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,605 | $5,292-69.7% | $4,729-66.1% | $6,401-74.9% |
| Admin fee / account holder | $1,430 | $7,492-80.9% | $6,412-77.7% | $11,429-87.5% |