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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 | $34,648 | $138,072-74.9% | $123,549-72.0% | $135,382-74.4% |
| Participation rate | 18.2% | 84.7%-66.6pp | 82.3%-64.1pp | 82.6%-64.5pp |
| Annual return | -19.46% | 153.69%-173.1pp | 119.20%-138.7pp | 519.77%-539.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,626 | $6,799-61.4% | $6,426-59.1% | $5,609-53.2% |
| Admin fee / account holder | $1,816 | $10,917-83.4% | $9,284-80.4% | $10,829-83.2% |