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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 | $54,686 | $52,519+4.1% | $155,789-64.9% | $59,633-8.3% |
| Participation rate | 48.0% | 61.7%-13.7pp | 76.1%-28.1pp | 68.7%-20.7pp |
| Annual return | -4.54% | 53.51%-58.1pp | 71.54%-76.1pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,621 | $3,084+114.7% | $4,798+38.0% | $3,192+107.5% |
| Admin fee / account holder | $2,437 | $3,540-31.2% | $7,477-67.4% | $4,297-43.3% |