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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 | $25,017 | $133,998-81.3% | $112,263-77.7% | $134,545-81.4% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -22.51% | 47.17%-69.7pp | 27.49%-50.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,851 | $5,292-8.3% | $4,729+2.6% | $6,401-24.2% |
| Admin fee / account holder | $4,654 | $7,493-37.9% | $6,410-27.4% | $11,431-59.3% |