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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 | $121,946 | $105,866+15.2% | $90,766+34.4% | $134,545-9.4% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | -22.36% | -10.99%-11.4pp | -12.16%-10.2pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,614 | $5,217-49.9% | $4,565-42.7% | $6,401-59.2% |
| Admin fee / account holder | $35,472 | $13,938+154.5% | $8,446+320.0% | $11,431+210.3% |