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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 | $184,092 | $142,392+29.3% | $119,622+53.9% | $134,532+36.8% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -20.38% | -12.46%-7.9pp | -14.98%-5.4pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,586 | $6,467-60.0% | $5,601-53.8% | $6,401-59.6% |
| Admin fee / account holder | $2,022 | $13,593-85.1% | $10,328-80.4% | $11,429-82.3% |