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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 | $34,703 | $138,075-74.9% | $123,552-71.9% | $135,379-74.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.10% | 153.70%-163.8pp | 119.20%-129.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,051 | $6,800+3.7% | $6,426+9.7% | $5,609+25.7% |
| Admin fee / account holder | $4,196 | $10,917-61.6% | $9,285-54.8% | $10,828-61.3% |