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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 | $129,761 | $209,422-38.0% | $178,503-27.3% | $158,982-18.4% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | -1.59% | 188.81%-190.4pp | 151.12%-152.7pp | 302.99%-304.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,599 | $5,955-22.8% | $5,202-11.6% | $5,983-23.1% |
| Admin fee / account holder | $370 | $17,079-97.8% | $13,987-97.4% | $11,252-96.7% |