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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 | $70,602 | $39,798+77.4% | $67,704+4.3% | $59,633+18.4% |
| Participation rate | 26.5% | 57.4%-30.8pp | 67.5%-41.0pp | 68.7%-42.1pp |
| Annual return | -6.85% | 89.94%-96.8pp | 25.41%-32.3pp | 2041.40%-2048.2pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,035 | $2,335+30.0% | $3,585-15.4% | $3,192-4.9% |
| Admin fee / account holder | $2,484 | $3,212-22.7% | $4,255-41.6% | $4,297-42.2% |