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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 | $129,936 | $67,372+92.9% | $60,906+113.3% | $134,532-3.4% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.1%-18.1pp | 81.2%-26.2pp |
| Annual return | -26.63% | 50.05%-76.7pp | 16.94%-43.6pp | 418.27%-444.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,359 | $4,532+18.2% | $3,814+40.5% | $6,401-16.3% |
| Admin fee / account holder | $13,189 | $4,588+187.5% | $3,227+308.7% | $11,429+15.4% |