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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 | $59,290 | $45,566+30.1% | $64,105-7.5% | $59,633-0.6% |
| Participation rate | 47.4% | 60.2%-12.8pp | 68.2%-20.8pp | 68.7%-21.3pp |
| Annual return | -13.46% | 4.95%-18.4pp | 791.24%-804.7pp | 2041.45%-2054.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,374 | $2,057+15.4% | $2,822-15.9% | $3,192-25.6% |
| Admin fee / account holder | $4,486 | $3,268+37.3% | $4,499-0.3% | $4,297+4.4% |