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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 | $118,872 | $100,811+17.9% | $86,698+37.1% | $134,545-11.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -21.76% | 29.11%-50.9pp | 35.96%-57.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,882 | $5,339+28.9% | $4,656+47.8% | $6,401+7.5% |
| Admin fee / account holder | $8,892 | $10,926-18.6% | $7,492+18.7% | $11,431-22.2% |