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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 | $56,147 | $135,956-58.7% | $123,894-54.7% | $273,972-79.5% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | -0.83% | 56.63%-57.5pp | 47.52%-48.4pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,947 | $6,343-22.0% | $5,984-17.3% | $5,287-6.4% |
| Admin fee / account holder | $5,431 | $9,817-44.7% | $8,357-35.0% | $10,133-46.4% |