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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 | $22,424 | $138,076-83.8% | $123,553-81.9% | $135,380-83.4% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -14.00% | 153.70%-167.7pp | 119.21%-133.2pp | 519.81%-533.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,719 | $6,800-45.3% | $6,426-42.1% | $5,609-33.7% |
| Admin fee / account holder | $1,018 | $10,917-90.7% | $9,284-89.0% | $10,828-90.6% |