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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 | $30,521 | $124,330-75.5% | $109,173-72.0% | $167,536-81.8% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | -3.34% | 26.04%-29.4pp | 25.75%-29.1pp | 478.82%-482.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,267 | $5,256+95.3% | $4,654+120.6% | $6,342+61.9% |
| Admin fee / account holder | $1,074 | $7,974-86.5% | $6,755-84.1% | $12,315-91.3% |