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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 | $72,598 | $197,819-63.3% | $155,789-53.4% | $125,389-42.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -6.14% | 86.73%-92.9pp | 71.54%-77.7pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,164 | $5,631+98.2% | $4,798+132.7% | $5,352+108.6% |
| Admin fee / account holder | $3,758 | $9,544-60.6% | $7,477-49.7% | $9,541-60.6% |