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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 | $108,402 | $148,558-27.0% | $135,925-20.2% | $139,427-22.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.26% | 79.22%-79.0pp | 68.25%-68.0pp | 373.27%-373.0pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $15,000 | $8,101+85.2% | $7,759+93.3% | $6,711+123.5% |
| Admin fee / account holder | $9,453 | $12,401-23.8% | $10,764-12.2% | $11,404-17.1% |