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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 | $11,485 | $67,823-83.1% | $52,425-78.1% | $137,256-91.6% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | -17.26% | 219.11%-236.4pp | 302.12%-319.4pp | 220.34%-237.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,926 | $2,288+71.6% | $1,790+119.3% | $6,407-38.7% |
| Admin fee / account holder | $2,564 | $2,844-9.8% | $2,495+2.8% | $12,270-79.1% |