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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 | $114,305 | $102,663+11.3% | $86,216+32.6% | $139,466-18.0% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | -6.08% | 1924.52%-1930.6pp | 1169.42%-1175.5pp | 373.66%-379.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,022 | $4,677-14.0% | $3,986+0.9% | $6,712-40.1% |
| Admin fee / account holder | $4,293 | $8,663-50.4% | $6,853-37.4% | $11,409-62.4% |