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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 | $17,690 | $46,360-61.8% | $147,617-88.0% | $52,331-66.2% |
| Participation rate | 32.7% | 64.9%-32.3pp | 84.6%-51.9pp | 68.1%-35.4pp |
| Annual return | -3.20% | 1.62%-4.8pp | 61.98%-65.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $779 | $2,258-65.5% | $4,895-84.1% | $3,022-74.2% |
| Admin fee / account holder | $488 | $766-36.3% | $11,612-95.8% | $592-17.5% |