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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 | $74,450 | $138,076-46.1% | $123,553-39.7% | $135,380-45.0% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -11.06% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,788 | $6,800-0.2% | $6,426+5.6% | $5,609+21.0% |
| Admin fee / account holder | $859 | $10,917-92.1% | $9,284-90.7% | $10,828-92.1% |