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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 | $103,088 | $95,915+7.5% | $79,580+29.5% | $134,532-23.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -23.52% | -2.71%-20.8pp | 0.15%-23.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,395 | $4,693-27.7% | $3,985-14.8% | $6,401-47.0% |
| Admin fee / account holder | $410 | $9,132-95.5% | $6,835-94.0% | $11,429-96.4% |