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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 | $80,304 | $211,946-62.1% | $169,452-52.6% | $135,379-40.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.44% | 3.26%-14.7pp | 1.83%-13.3pp | 519.79%-531.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,592 | $6,075+156.6% | $5,277+195.5% | $5,609+178.0% |
| Admin fee / account holder | $1,467 | $11,472-87.2% | $9,110-83.9% | $10,828-86.4% |