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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 | $75,597 | $162,529-53.5% | $130,788-42.2% | $154,746-51.1% |
| Participation rate | 11.1% | 75.9%-64.7pp | 70.1%-59.0pp | 80.7%-69.6pp |
| Annual return | -9.34% | 510.48%-519.8pp | 386.44%-395.8pp | 172.34%-181.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,051 | $4,808-57.3% | $4,137-50.4% | $6,730-69.5% |
| Admin fee / account holder | $17,098 | $7,669+122.9% | $6,673+156.2% | $14,365+19.0% |