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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 | $33,657 | $110,240-69.5% | $96,544-65.1% | $139,487-75.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | -50.78% | 26.41%-77.2pp | 25.88%-76.7pp | 373.84%-424.6pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,550 | $5,549+108.2% | $4,851+138.1% | $6,713+72.1% |
| Admin fee / account holder | $7,536 | $11,602-35.1% | $8,254-8.7% | $11,407-33.9% |