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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 | $21,864 | $41,854-47.8% | $73,835-70.4% | $52,331-58.2% |
| Participation rate | 58.3% | 66.2%-8.0pp | 73.4%-15.2pp | 68.1%-9.9pp |
| Annual return | -2.14% | 2.11%-4.3pp | 2268.13%-2270.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,788-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,476 | $2,498+159.2% | $3,583+80.7% | $3,022+114.3% |
| Admin fee / account holder | $792 | $493+60.7% | $4,880-83.8% | $592+33.8% |