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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 | $35,958 | $135,645-73.5% | $110,243-67.4% | $135,379-73.4% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.8%-21.5pp | 82.6%-24.3pp |
| Annual return | -14.78% | 513.24%-528.0pp | 314.76%-329.5pp | 519.79%-534.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,453 | $5,507+17.2% | $4,672+38.1% | $5,609+15.1% |
| Admin fee / account holder | $2,111 | $11,458-81.6% | $8,548-75.3% | $10,828-80.5% |