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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 | $4,117 | $70,366-94.1% | $66,674-93.8% | $138,895-97.0% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | -27.66% | 386.41%-414.1pp | 321.24%-348.9pp | 145.39%-173.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,133 | $4,374-51.2% | $4,084-47.8% | $6,396-66.7% |
| Admin fee / account holder | $677 | $5,262-87.1% | $5,098-86.7% | $12,562-94.6% |