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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 | $14,516 | $106,557-86.4% | $91,227-84.1% | $134,545-89.2% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -23.17% | 160.81%-184.0pp | 114.14%-137.3pp | 418.37%-441.5pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,400 | $4,719-49.1% | $4,234-43.3% | $6,401-62.5% |
| Admin fee / account holder | $2,089 | $6,235-66.5% | $5,423-61.5% | $11,431-81.7% |