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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 | $22,874 | $183,539-87.5% | $155,556-85.3% | $145,897-84.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -33.62% | 61.31%-94.9pp | 64.84%-98.5pp | 552.29%-585.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,597 | $6,467+2.0% | $5,631+17.2% | $6,689-1.4% |
| Admin fee / account holder | $7,512 | $19,275-61.0% | $15,885-52.7% | $13,390-43.9% |