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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 | $29,424 | $138,102-78.7% | $125,381-76.5% | $134,532-78.1% |
| Participation rate | 18.8% | 84.5%-65.7pp | 82.4%-63.6pp | 81.2%-62.5pp |
| Annual return | -25.49% | 750.73%-776.2pp | 572.31%-597.8pp | 418.27%-443.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,623 | $7,801-40.7% | $7,448-37.9% | $6,401-27.8% |
| Admin fee / account holder | $489 | $11,568-95.8% | $10,007-95.1% | $11,429-95.7% |