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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 | $22,405 | $138,075-83.8% | $123,552-81.9% | $135,379-83.5% |
| Participation rate | 35.3% | 84.7%-49.4pp | 82.3%-47.0pp | 82.6%-47.3pp |
| Annual return | -9.22% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,360 | $6,800-35.9% | $6,426-32.1% | $5,609-22.3% |
| Admin fee / account holder | $996 | $10,917-90.9% | $9,285-89.3% | $10,828-90.8% |